Retirement Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Retirement Investment Advisors’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 Q2	$138M	Buy	1,825,373 +108,635	+6%	+$8.34M	9.85%	4
2026 Q1	$134M	Hold	1,716,738	–	–	10.76%	4
2025 Q4	$134M	Buy	1,716,738 +36,946	+2%	+$2.89M	10.77%	4
2025 Q3	$131M	Buy	1,679,792 +49,497	+3%	+$3.83M	10.9%	4
2025 Q2	$126M	Buy	1,630,295 +69,066	+4%	+$5.26M	11.34%	4
2025 Q1	$120M	Buy	1,561,229 +122,412	+9%	+$9.23M	12.1%	4
2024 Q4	$108M	Buy	1,438,817 +63,076	+5%	+$4.8M	11.34%	4
2024 Q3	$108M	Buy	1,375,741 +96,482	+8%	+$7.44M	11.78%	4
2024 Q2	$95.8M	Buy	+1,279,259	New	+$95.1M	11.63%	4
2023 Q4	$81.4M	Sell	1,065,765 -753,611	-41%	-$55.2M	11.65%	4
2023 Q3	$132M	Buy	1,819,376 +588,965	+48%	+$43.6M	11.98%	4
2023 Q2	$92.6M	Buy	1,230,411 +489,251	+66%	+$37.3M	11.1%	4
2023 Q1	$56.9M	Buy	741,160 +613,859	+482%	+$46.5M	10.18%	4
2022 Q4	$9.46M	Buy	+127,301	New	+$9.43M	6.12%	5

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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

Retirement Investment Advisors's BIV Position: Q2 2026 in Review

Retirement Investment Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.3% in Q2 2026, buying an estimated $8.34M and bringing the position to 1,825,373 shares worth $138M. The position accounts for 9.85% of the portfolio, ranked #4.

Retirement Investment Advisors first reported a position in BIV in Q4 2022 and has held it in 14 quarters since. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Retirement Investment Advisors held 1,825,373 shares of Vanguard Intermediate-Term Bond ETF worth $138M as of Q2 2026.
Retirement Investment Advisors bought 108,635 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $8.34M.
Vanguard Intermediate-Term Bond ETF made up 9.85% of Retirement Investment Advisors's portfolio in Q2 2026, its #4 holding.
Retirement Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.