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RS Crum Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

RS Crum Inc’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 		$3.45M Buy
44,639
+3,405
+8% +$265K 0.67% 19
2025
Q4 		$3.21M Sell
41,234
-448
-1% -$35K 0.64% 18
2025
Q3 		$3.25M Buy
41,682
+720
+2% +$55.7K 0.72% 17
2025
Q2 		$3.17M Sell
40,962
-4,028
-9% -$307K 0.76% 17
2025
Q1 		$3.44M Buy
44,990
+1,852
+4% +$140K 0.93% 15
2024
Q4 		$3.22M Buy
43,138
+5,641
+15% +$429K 0.8% 17
2024
Q3 		$2.94M Buy
37,497
+4,620
+14% +$356K 0.69% 18
2024
Q2 		$2.46M Buy
32,877
+2,413
+8% +$179K 0.65% 19
2024
Q1 		$2.3M Buy
30,464
+3,803
+14% +$287K 0.63% 18
2023
Q4 		$2.04M Buy
26,661
+4,837
+22% +$354K 0.63% 19
2023
Q3 		$1.58M Buy
21,824
+1,102
+5% +$81.5K 0.57% 26
2023
Q2 		$1.56M Buy
20,722
+1,112
+6% +$84.7K 0.56% 27
2023
Q1 		$1.5M Buy
19,610
+6,255
+47% +$474K 0.58% 28
2022
Q4 		$993K Buy
13,355
+2,154
+19% +$160K 0.46% 35
2022
Q3 		$823K Buy
+11,201
New +$867K 0.43% 31

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RS Crum Inc's BIV Position: Q1 2026 in Review

RS Crum Inc increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.3% in Q1 2026, buying an estimated $265K and bringing the position to 44,639 shares worth $3.45M. The position accounts for 0.67% of the portfolio, ranked #19.

RS Crum Inc first reported a position in BIV in Q3 2022 and has held it in 15 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • RS Crum Inc held 44,639 shares of Vanguard Intermediate-Term Bond ETF worth $3.45M as of Q1 2026.
  • RS Crum Inc bought 3,405 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $265K.
  • Vanguard Intermediate-Term Bond ETF made up 0.67% of RS Crum Inc's portfolio in Q1 2026, its #19 holding.
  • RS Crum Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on RS Crum Inc's 13F filing for Q1 2026, filed 15 Apr 2026.