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

Rossby 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	$6.91M	Sell	90,084 -2,969	-3%	-$228K	1.26%	12
2026 Q1	$7.16M	Buy	93,053 +4,011	+5%	+$312K	1.46%	9
2025 Q4	$6.93M	Buy	89,042 +11,344	+15%	+$887K	2.14%	7
2025 Q3	$6.07M	Sell	77,698 -150	-0.2%	-$11.6K	1.98%	8
2025 Q2	$6.02M	Buy	77,848 +735	+1%	+$56K	2.22%	5
2025 Q1	$5.9M	Buy	77,113 +14,962	+24%	+$1.13M	2.49%	4
2024 Q4	$4.64M	Buy	+62,151	New	+$4.73M	2.87%	5

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

Rossby Financial's BIV Position: Q2 2026 in Review

Rossby Financial reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.2% in Q2 2026, selling an estimated $228K and leaving 90,084 shares worth $6.91M. The position accounts for 1.26% of the portfolio, ranked #12.

Rossby Financial first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.16M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Rossby Financial held 90,084 shares of Vanguard Intermediate-Term Bond ETF worth $6.91M as of Q2 2026.
Rossby Financial sold 2,969 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $228K.
Vanguard Intermediate-Term Bond ETF made up 1.26% of Rossby Financial's portfolio in Q2 2026, its #12 holding.
Rossby Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Rossby Financial's Vanguard Intermediate-Term Bond ETF position peaked at $7.16M in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.