Retireful LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Retireful LLC’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
2025 Q4	–	Sell	-15,878	Closed	-$1.24M	–	96
2025 Q3	$1.24M	Buy	+15,878	New	+$1.23M	1.2%	30
2025 Q2	–	Sell	-18,808	Closed	-$1.44M	–	147
2025 Q1	$1.44M	Buy	+18,808	New	+$1.42M	1.36%	18
2024 Q3	–	Sell	-27,814	Closed	-$2.08M	–	76
2024 Q2	$2.08M	Buy	+27,814	New	+$2.07M	0.98%	38
2023 Q2	–	Sell	-20,962	Closed	-$1.61M	–	79
2023 Q1	$1.61M	Buy	+20,962	New	+$1.59M	0.52%	15

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Retireful LLC's BIV Position: Q4 2025 in Review

Retireful LLC sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 15,878 shares — an estimated $1.24M sold.

Retireful LLC first reported a position in BIV in Q1 2023 and held it in 4 quarters. The position peaked at $2.08M in Q2 2024. 978 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

Retireful LLC reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Retireful LLC sold 15,878 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $1.24M.
Retireful LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and held it in 4 quarters.
Retireful LLC's Vanguard Intermediate-Term Bond ETF position peaked at $2.08M in Q2 2024.
978 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Retireful LLC's 13F filing for Q4 2025, filed 15 Jan 2026.