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Richard W. Paul & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Richard W. Paul & Associates’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 		$97.1K Sell
1,266
-158
-11% -$12.1K 0.03% 165
2026
Q1 		$110K Buy
1,424
+238
+20% +$18.5K 0.04% 165
2025
Q4 		$92.4K Sell
1,186
-59
-5% -$4.61K 0.03% 167
2025
Q3 		$97.2K Buy
1,245
+5
+0.4% +$387 0.03% 172
2025
Q2 		$95.9K Sell
1,240
-26
-2% -$1.98K 0.03% 184
2025
Q1 		$96.9K Sell
1,266
-61
-5% -$4.6K 0.04% 185
2024
Q4 		$99.2K Buy
1,327
+115
+9% +$8.74K 0.04% 190
2024
Q3 		$95K Sell
1,212
-25
-2% -$1.93K 0.03% 191
2024
Q2 		$92.6K Buy
1,237
+95
+8% +$7.06K 0.04% 188
2024
Q1 		$86.1K Sell
1,142
-99
-8% -$7.46K 0.03% 190
2023
Q4 		$94.8K Sell
1,241
-32
-3% -$2.34K 0.04% 188
2023
Q3 		$92.1K Buy
1,273
+171
+16% +$12.6K 0.04% 180
2023
Q2 		$82.9K Buy
1,102
+18
+2% +$1.37K 0.04% 200
2023
Q1 		$83.2K Sell
1,084
-37
-3% -$2.8K 0.04% 201
2022
Q4 		$83.3K Buy
+1,121
New +$83.1K 0.04% 199

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Richard W. Paul & Associates's BIV Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 11% in Q2 2026, selling an estimated $12.1K and leaving 1,266 shares worth $97.1K. The position accounts for 0.03% of the portfolio, ranked #165.

Richard W. Paul & Associates first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $110K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Richard W. Paul & Associates held 1,266 shares of Vanguard Intermediate-Term Bond ETF worth $97.1K as of Q2 2026.
  • Richard W. Paul & Associates sold 158 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $12.1K.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of Richard W. Paul & Associates's portfolio in Q2 2026, its #165 holding.
  • Richard W. Paul & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's Vanguard Intermediate-Term Bond ETF position peaked at $110K in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.