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

Robinswood Financial’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	$224K	Sell	2,919 -464	-14%	-$35.6K	0.06%	74
2026 Q1	$261K	Buy	3,383 +2,588	+326%	+$201K	0.08%	63
2025 Q4	$61.9K	Sell	795 -500	-39%	-$39.1K	0.02%	130
2025 Q3	$101K	Hold	1,295	–	–	0.03%	104
2025 Q2	$100K	Sell	1,295 -1,360	-51%	-$104K	0.04%	105
2025 Q1	$203K	Hold	2,655	–	–	0.08%	65
2024 Q4	$198K	Hold	2,655	–	–	0.08%	63
2024 Q3	$208K	Hold	2,655	–	–	0.08%	61
2024 Q2	$199K	Sell	2,655 -970	-27%	-$72.1K	0.08%	61
2024 Q1	$271K	Hold	3,625	–	–	0.12%	48
2023 Q4	$277K	Buy	3,625 +3,512	+3,108%	+$257K	0.12%	47
2023 Q3	$8.17K	Hold	113	–	–	﹤0.01%	159
2023 Q2	$8.5K	Buy	+113	New	+$8.61K	﹤0.01%	141

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

Robinswood Financial's BIV Position: Q2 2026 in Review

Robinswood Financial reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 14% in Q2 2026, selling an estimated $35.6K and leaving 2,919 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #74.

Robinswood Financial first reported a position in BIV in Q2 2023 and has held it in 13 quarters since. The position peaked at $277K in Q4 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Robinswood Financial held 2,919 shares of Vanguard Intermediate-Term Bond ETF worth $224K as of Q2 2026.
Robinswood Financial sold 464 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $35.6K.
Vanguard Intermediate-Term Bond ETF made up 0.06% of Robinswood Financial's portfolio in Q2 2026, its #74 holding.
Robinswood Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
Robinswood Financial's Vanguard Intermediate-Term Bond ETF position peaked at $277K in Q4 2023.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.