Retirement Capital Strategies’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Retirement Capital Strategies’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	$19.7M	Buy	255,252 +12,184	+5%	+$948K	7.45%	3
2025 Q4	$18.9M	Buy	243,068 +15,044	+7%	+$1.18M	7.02%	3
2025 Q3	$17.8M	Buy	228,024 +244	+0.1%	+$18.9K	6.83%	3
2025 Q2	$17.6M	Buy	227,780 +99,705	+78%	+$7.59M	6.98%	3
2025 Q1	$9.81M	Buy	+128,075	New	+$9.66M	3.83%	6
2024 Q4	–	Sell	-156,657	Closed	-$12.3M	–	78
2024 Q3	$12.3M	Buy	156,657 +123,752	+376%	+$9.54M	4.81%	6
2024 Q2	$2.46M	Sell	32,905 -124,906	-79%	-$9.28M	0.99%	27
2024 Q1	$11.9M	Buy	+157,811	New	+$11.9M	4.87%	6

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 $1.73B AUM 9.28% 1-Year Est. Return

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

Retirement Capital Strategies's BIV Position: Q1 2026 in Review

Retirement Capital Strategies increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5% in Q1 2026, buying an estimated $948K and bringing the position to 255,252 shares worth $19.7M. The position accounts for 7.45% of the portfolio, ranked #3.

Retirement Capital Strategies first reported a position in BIV in Q1 2024 and has held it in 8 quarters since. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Retirement Capital Strategies held 255,252 shares of Vanguard Intermediate-Term Bond ETF worth $19.7M as of Q1 2026.
Retirement Capital Strategies bought 12,184 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $948K.
Vanguard Intermediate-Term Bond ETF made up 7.45% of Retirement Capital Strategies's portfolio in Q1 2026, its #3 holding.
Retirement Capital Strategies first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 8 quarters since.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.