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Richards, Merrill & Peterson’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Richards, Merrill & Peterson’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 		$2.15K Hold
28
– – ﹤0.01% 282
2026
Q1 		$2.16K Hold
28
– – ﹤0.01% 280
2025
Q4 		$2.18K Buy
+28
New +$2.19K ﹤0.01% 270

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

Richards, Merrill & Peterson's BIV Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 28 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Richards, Merrill & Peterson first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.18K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Richards, Merrill & Peterson held 28 shares of Vanguard Intermediate-Term Bond ETF worth $2.15K as of Q2 2026.
  • Richards, Merrill & Peterson left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #282 holding.
  • Richards, Merrill & Peterson first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Richards, Merrill & Peterson's Vanguard Intermediate-Term Bond ETF position peaked at $2.18K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.