Richmond Brothers’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Richmond Brothers’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	$4.39M	Sell	56,916 -14,665	-20%	-$1.14M	2.93%	13
2025 Q4	$5.57M	Sell	71,581 -25,057	-26%	-$1.96M	3.55%	12
2025 Q3	$7.55M	Sell	96,638 -24,217	-20%	-$1.87M	4.76%	7
2025 Q2	$9.35M	Sell	120,855 -58,872	-33%	-$4.48M	6.12%	3
2025 Q1	$13.8M	Buy	179,727 +109,201	+155%	+$8.24M	8.7%	2
2024 Q4	$5.27M	Buy	70,526 +26,613	+61%	+$2.02M	3.38%	12
2024 Q3	$3.44M	Buy	+43,913	New	+$3.39M	2.12%	18

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

Richmond Brothers's BIV Position: Q1 2026 in Review

Richmond Brothers reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 20% in Q1 2026, selling an estimated $1.14M and leaving 56,916 shares worth $4.39M. The position accounts for 2.93% of the portfolio, ranked #13.

Richmond Brothers first reported a position in BIV in Q3 2024 and has held it in 7 quarters since. The position peaked at $13.8M in Q1 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Richmond Brothers held 56,916 shares of Vanguard Intermediate-Term Bond ETF worth $4.39M as of Q1 2026.
Richmond Brothers sold 14,665 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.14M.
Vanguard Intermediate-Term Bond ETF made up 2.93% of Richmond Brothers's portfolio in Q1 2026, its #13 holding.
Richmond Brothers first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 7 quarters since.
Richmond Brothers's Vanguard Intermediate-Term Bond ETF position peaked at $13.8M in Q1 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Richmond Brothers's 13F filing for Q1 2026, filed 11 May 2026.