Rehmann Capital Advisory Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Rehmann Capital Advisory Group’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 Q1	$976K	Buy	12,647 +855	+7%	+$66.6K	0.05%	252
2025 Q4	$918K	Sell	11,792 -26	-0.2%	-$2.03K	0.05%	256
2025 Q3	$923K	Sell	11,818 -640	-5%	-$49.5K	0.05%	248
2025 Q2	$964K	Buy	+12,458	New	+$949K	0.06%	216
2021 Q1	–	Sell	-2,165	Closed	-$201K	–	513
2020 Q4	$201K	Buy	2,165 +16	+0.7%	+$1.49K	0.02%	469
2020 Q3	$201K	Buy	+2,149	New	+$201K	0.03%	408
2020 Q2	–	Sell	-2,256	Closed	-$202K	–	418
2020 Q1	$202K	Buy	+2,256	New	+$200K	0.03%	362
2019 Q3	–	Sell	-2,516	Closed	-$218K	–	1713
2019 Q2	$218K	Sell	2,516 -89	-3%	-$7.52K	0.03%	418
2019 Q1	$219K	Sell	2,605 -6,299	-71%	-$519K	0.03%	391
2018 Q4	$708K	Buy	8,904 +4,024	+82%	+$322K	0.11%	101
2018 Q3	$393K	Sell	4,880 -44	-0.9%	-$3.56K	0.05%	256
2018 Q2	$399K	Sell	4,924 -1,826	-27%	-$147K	0.06%	242
2018 Q1	$552K	Sell	6,750 -25,103	-79%	-$2.06M	0.09%	179
2017 Q4	$2.67M	Buy	31,853 +2,026	+7%	+$171K	0.45%	43
2017 Q3	$2.52M	Buy	29,827 +1,941	+7%	+$165K	0.46%	42
2017 Q2	$2.36M	Buy	27,886 +2,974	+12%	+$251K	0.45%	46
2017 Q1	$2.08M	Buy	24,912 +16,785	+207%	+$1.4M	0.35%	58
2016 Q4	$675K	Buy	8,127 +3,114	+62%	+$264K	0.12%	152
2016 Q3	$439K	Hold	5,013	–	–	0.09%	196
2016 Q2	$441K	Sell	5,013 -38	-0.8%	-$3.29K	0.08%	192
2016 Q1	$436K	Buy	5,051 +191	+4%	+$16.2K	0.08%	183
2015 Q4	$404K	Buy	4,860 +41	+0.9%	+$3.45K	0.08%	179
2015 Q3	$409K	Sell	4,819 -97	-2%	-$8.16K	0.09%	168
2015 Q2	$412K	Sell	4,916 -191	-4%	-$16.2K	0.09%	175
2015 Q1	$440K	Sell	5,107 -167	-3%	-$14.3K	0.1%	172
2014 Q4	$447K	Buy	+5,274	New	+$448K	0.1%	166

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rehmann Capital Advisory Group's BIV Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.3% in Q1 2026, buying an estimated $66.6K and bringing the position to 12,647 shares worth $976K. The position accounts for 0.05% of the portfolio, ranked #252.

Rehmann Capital Advisory Group first reported a position in BIV in Q4 2014 and has held it in 26 quarters since. The position peaked at $2.67M in Q4 2017. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Rehmann Capital Advisory Group held 12,647 shares of Vanguard Intermediate-Term Bond ETF worth $976K as of Q1 2026.
Rehmann Capital Advisory Group bought 855 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $66.6K.
Vanguard Intermediate-Term Bond ETF made up 0.05% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #252 holding.
Rehmann Capital Advisory Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and has held it in 26 quarters since.
Rehmann Capital Advisory Group's Vanguard Intermediate-Term Bond ETF position peaked at $2.67M in Q4 2017.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.