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 Q2	$2.32M	Sell	30,208 -26,708	-47%	-$2.05M	1.2%	29
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 $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

Richmond Brothers's BIV Position: Q2 2026 in Review

Richmond Brothers reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 47% in Q2 2026, selling an estimated $2.05M and leaving 30,208 shares worth $2.32M. The position accounts for 1.2% of the portfolio, ranked #29.

Richmond Brothers first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.8M in Q1 2025. 1,023 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Richmond Brothers held 30,208 shares of Vanguard Intermediate-Term Bond ETF worth $2.32M as of Q2 2026.
Richmond Brothers sold 26,708 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.05M.
Vanguard Intermediate-Term Bond ETF made up 1.2% of Richmond Brothers's portfolio in Q2 2026, its #29 holding.
Richmond Brothers first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
Richmond Brothers's Vanguard Intermediate-Term Bond ETF position peaked at $13.8M in Q1 2025.
1,023 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Richmond Brothers's 13F filing for Q2 2026, filed 11 Aug 2026.