RoundAngle Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

RoundAngle Advisors’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 Q1	$450K	Buy	5,825 +77	+1%	+$5.99K	0.34%	54
2025 Q4	$448K	Buy	5,748 +253	+5%	+$19.8K	0.33%	53
2025 Q3	$429K	Sell	5,495 -101	-2%	-$7.82K	0.33%	55
2025 Q2	$433K	Sell	5,596 -315	-5%	-$24K	0.36%	53
2025 Q1	$453K	Sell	5,911 -19	-0.3%	-$1.43K	0.42%	53
2024 Q4	$443K	Buy	+5,930	New	+$451K	0.42%	54

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RoundAngle Advisors's BIV Position: Q1 2026 in Review

RoundAngle Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.3% in Q1 2026, buying an estimated $5.99K and bringing the position to 5,825 shares worth $450K. The position accounts for 0.34% of the portfolio, ranked #54.

RoundAngle Advisors first reported a position in BIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $453K in Q1 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

RoundAngle Advisors held 5,825 shares of Vanguard Intermediate-Term Bond ETF worth $450K as of Q1 2026.
RoundAngle Advisors bought 77 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $5.99K.
Vanguard Intermediate-Term Bond ETF made up 0.34% of RoundAngle Advisors's portfolio in Q1 2026, its #54 holding.
RoundAngle Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
RoundAngle Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $453K in Q1 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on RoundAngle Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.