RIL
BIV icon

Rothschild Investment LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Rothschild Investment LLC’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 		$1.34M Hold
17,480
– – 0.05% 344
2026
Q1 		$1.35M Hold
17,480
– – 0.07% 218
2025
Q4 		$1.36M Buy
17,480
+55
+0.3% +$4.3K 0.07% 203
2025
Q3 		$1.36M Hold
17,425
– – 0.08% 193
2025
Q2 		$1.35M Hold
17,425
– – 0.08% 188
2025
Q1 		$1.33M Hold
17,425
– – 0.09% 197
2024
Q4 		$1.3M Buy
17,425
+685
+4% +$52.1K 0.09% 199
2024
Q3 		$1.31M Hold
16,740
– – 0.09% 203
2024
Q2 		$1.25M Hold
16,740
– – 0.09% 200
2024
Q1 		$1.26M Hold
16,740
– – 0.09% 191
2023
Q4 		$1.28M Buy
+16,740
New +$1.23M 0.11% 159

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Rothschild Investment LLC's BIV Position: Q2 2026 in Review

Rothschild Investment LLC held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 17,480 shares worth $1.34M. The position accounts for 0.05% of the portfolio, ranked #344.

Rothschild Investment LLC first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q4 2025. 657 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Rothschild Investment LLC held 17,480 shares of Vanguard Intermediate-Term Bond ETF worth $1.34M as of Q2 2026.
  • Rothschild Investment LLC left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Rothschild Investment LLC's portfolio in Q2 2026, its #344 holding.
  • Rothschild Investment LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Vanguard Intermediate-Term Bond ETF position peaked at $1.36M in Q4 2025.
  • 657 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.