RWM
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Refined Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Refined Wealth Management’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$249K Buy
+3,414
New +$257K 0.14% 39
2026
Q1 		– Sell
-98,070
Closed -$7.64M – 52
2025
Q4 		$7.64M Sell
98,070
-3,727
-4% -$291K 5.14% 8
2025
Q3 		$7.95M Buy
101,797
+4,575
+5% +$354K 5.11% 9
2025
Q2 		$7.52M Buy
97,222
+178
+0.2% +$13.6K 5.17% 8
2025
Q1 		$7.43M Buy
+97,044
New +$7.32M 6.08% 8

Other funds holding BIV

AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

Refined Wealth Management's BIV Position: Q3 2026 in Review

Refined Wealth Management opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026: 3,414 shares worth $249K. The stake represents 0.14% of the portfolio and ranks #39 among its holdings. This is a return to the name: Refined Wealth Management previously reported a position in BIV as recently as Q4 2025.

Refined Wealth Management first reported a position in BIV in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.95M in Q3 2025. 100 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Refined Wealth Management held 3,414 shares of Vanguard Intermediate-Term Bond ETF worth $249K as of Q3 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Refined Wealth Management position in Q3 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.14% of Refined Wealth Management's portfolio in Q3 2026, its #39 holding.
  • Refined Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Refined Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $7.95M in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Refined Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.