RF&L Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

RF&L Wealth Management’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	$242K	Buy	3,135 +200	+7%	+$15.6K	0.18%	51
2025 Q4	$229K	Sell	2,935 -600	-17%	-$46.9K	0.13%	61
2025 Q3	$276K	Hold	3,535	–	–	0.16%	56
2025 Q2	$273K	Sell	3,535 -35	-1%	-$2.67K	0.18%	53
2025 Q1	$273K	Buy	3,570 +15	+0.4%	+$1.13K	0.2%	52
2024 Q4	$266K	Sell	3,555 -170	-5%	-$12.9K	0.19%	52
2024 Q3	$292K	Sell	3,725 -250	-6%	-$19.3K	0.21%	51
2024 Q2	$298K	Buy	3,975 +135	+4%	+$10K	0.23%	48
2024 Q1	$290K	Sell	3,840 -650	-14%	-$49K	0.22%	48
2023 Q4	$343K	Buy	4,490 +85	+2%	+$6.22K	0.29%	45
2023 Q3	$319K	Hold	4,405	–	–	0.3%	44
2023 Q2	$331K	Hold	4,405	–	–	0.3%	44
2023 Q1	$338K	Sell	4,405 -1,975	-31%	-$150K	0.33%	42
2022 Q4	$474K	Buy	+6,380	New	+$473K	0.49%	36

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

RF&L Wealth Management's BIV Position: Q1 2026 in Review

RF&L Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.8% in Q1 2026, buying an estimated $15.6K and bringing the position to 3,135 shares worth $242K. The position accounts for 0.18% of the portfolio, ranked #51.

RF&L Wealth Management first reported a position in BIV in Q4 2022 and has held it in 14 quarters since. The position peaked at $474K in Q4 2022. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

RF&L Wealth Management held 3,135 shares of Vanguard Intermediate-Term Bond ETF worth $242K as of Q1 2026.
RF&L Wealth Management bought 200 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $15.6K.
Vanguard Intermediate-Term Bond ETF made up 0.18% of RF&L Wealth Management's portfolio in Q1 2026, its #51 holding.
RF&L Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
RF&L Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $474K in Q4 2022.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.