Richardson Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Richardson Financial Services’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	$171K	Sell	2,233 -92	-4%	-$7.06K	0.1%	180
2026 Q1	$179K	Buy	2,325 +129	+6%	+$10K	0.11%	170
2025 Q4	$362K	Buy	2,196 +88	+4%	+$6.88K	0.12%	112
2025 Q3	$165K	Hold	2,108	–	–	0.1%	164
2025 Q2	$163K	Hold	2,108	–	–	0.11%	163
2025 Q1	$161K	Buy	2,108 +77	+4%	+$5.81K	0.12%	158
2024 Q4	$152K	Sell	2,031 -1,900	-48%	-$144K	0.11%	166
2024 Q3	$301K	Buy	3,931 +2,031	+107%	+$157K	0.19%	118
2024 Q2	$142K	Buy	1,900 +200	+12%	+$14.9K	0.1%	165
2024 Q1	$128K	Buy	+1,700	New	+$128K	0.09%	178

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

Richardson Financial Services's BIV Position: Q2 2026 in Review

Richardson Financial Services reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4% in Q2 2026, selling an estimated $7.06K and leaving 2,233 shares worth $171K. The position accounts for 0.1% of the portfolio, ranked #180.

Richardson Financial Services first reported a position in BIV in Q1 2024 and has held it in 10 quarters since. The position peaked at $362K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Richardson Financial Services held 2,233 shares of Vanguard Intermediate-Term Bond ETF worth $171K as of Q2 2026.
Richardson Financial Services sold 92 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $7.06K.
Vanguard Intermediate-Term Bond ETF made up 0.1% of Richardson Financial Services's portfolio in Q2 2026, its #180 holding.
Richardson Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
Richardson Financial Services's Vanguard Intermediate-Term Bond ETF position peaked at $362K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.