RWS
BIV icon

Retirement Wealth Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Retirement Wealth Solutions’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 		$2.66M Sell
34,709
-713
-2% -$54.7K 1.47% 16
2026
Q1 		$2.73M Buy
35,422
+3,695
+12% +$288K 1.72% 15
2025
Q4 		$2.47M Buy
31,727
+433
+1% +$33.9K 1.56% 18
2025
Q3 		$2.44M Buy
31,294
+260
+0.8% +$20.1K 1.61% 17
2025
Q2 		$2.4M Sell
31,034
-1,085
-3% -$82.6K 1.75% 15
2025
Q1 		$2.46M Buy
32,119
+1,929
+6% +$146K 1.98% 15
2024
Q4 		$2.23M Buy
+30,190
New +$2.3M 1.89% 15

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Retirement Wealth Solutions's BIV Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2% in Q2 2026, selling an estimated $54.7K and leaving 34,709 shares worth $2.66M. The position accounts for 1.47% of the portfolio, ranked #16.

Retirement Wealth Solutions first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.73M in Q1 2026. 191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Retirement Wealth Solutions held 34,709 shares of Vanguard Intermediate-Term Bond ETF worth $2.66M as of Q2 2026.
  • Retirement Wealth Solutions sold 713 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $54.7K.
  • Vanguard Intermediate-Term Bond ETF made up 1.47% of Retirement Wealth Solutions's portfolio in Q2 2026, its #16 holding.
  • Retirement Wealth Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $2.73M in Q1 2026.
  • 191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.