RI
BIV icon

Ridgewood Investments’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ridgewood Investments’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
Q3 		$3.23M Buy
44,391
+14,803
+50% +$1.11M 1.19% 18
2026
Q2 		$2.27M Buy
29,588
+8,274
+39% +$635K 0.85% 25
2026
Q1 		$1.65M Buy
+21,314
New +$1.66M 0.67% 39
2025
Q3 		$1.38M Buy
17,705
+2,654
+18% +$205K 0.58% 48
2025
Q2 		$1.16M Buy
15,051
+715
+5% +$54.5K 0.5% 56
2025
Q1 		$1.1M Buy
14,336
+1,122
+8% +$84.6K 0.51% 54
2024
Q4 		$987K Buy
13,214
+1,620
+14% +$123K 0.48% 69
2024
Q3 		$909K Buy
11,594
+385
+3% +$29.7K 0.45% 67
2024
Q2 		$839K Buy
11,209
+494
+5% +$36.7K 0.42% 72
2024
Q1 		$808K Buy
10,715
+1,622
+18% +$122K 0.43% 74
2023
Q4 		$695K Buy
9,093
+1,038
+13% +$76K 0.41% 86
2023
Q3 		$582K Hold
8,055
– – 0.38% 89
2023
Q2 		$606K Buy
8,055
+631
+8% +$48.1K 0.34% 89
2023
Q1 		$570K Buy
7,424
+936
+14% +$70.9K 0.35% 87
2022
Q4 		$482K Sell
6,488
-195
-3% -$14.4K 0.34% 99
2022
Q3 		$491K Buy
6,683
+619
+10% +$47.9K 0.41% 85
2022
Q2 		$471K Sell
6,064
-320
-5% -$25.1K 0.37% 94
2022
Q1 		$523K Buy
6,384
+370
+6% +$31.2K 0.34% 100
2021
Q4 		$527K Buy
6,014
+510
+9% +$45.2K 0.33% 104
2021
Q3 		$492K Buy
5,504
+530
+11% +$48K 0.33% 102
2021
Q2 		$447K Sell
4,974
-967
-16% -$86.4K 0.29% 117
2021
Q1 		$527K Buy
5,941
+3,249
+121% +$295K 0.32% 103
2020
Q4 		$252K Hold
2,692
– – 0.2% 133
2020
Q3 		$252K Buy
+2,692
New +$252K 0.2% 134

Other funds holding BIV

MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Ridgewood Investments's BIV Position: Q3 2026 in Review

Ridgewood Investments increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 50% in Q3 2026, buying an estimated $1.11M and bringing the position to 44,391 shares worth $3.23M. The position accounts for 1.19% of the portfolio, ranked #18.

Ridgewood Investments first reported a position in BIV in Q3 2020 and has held it in 24 quarters since. 15 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Ridgewood Investments held 44,391 shares of Vanguard Intermediate-Term Bond ETF worth $3.23M as of Q3 2026.
  • Ridgewood Investments bought 14,803 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $1.11M.
  • Vanguard Intermediate-Term Bond ETF made up 1.19% of Ridgewood Investments's portfolio in Q3 2026, its #18 holding.
  • Ridgewood Investments first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 15 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.