SIM
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Sims Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sims Investment Management’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
Q3 		– Sell
-1,355
Closed -$104K – 53
2026
Q2 		$104K Buy
+1,355
New +$104K 0.03% 47

Other funds holding BIV

AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

Sims Investment Management's BIV Position: Q3 2026 in Review

Sims Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026, closing a stake of 1,355 shares — an estimated $104K sold.

Sims Investment Management first reported a position in BIV in Q2 2026 and held it in 1 quarter. The position peaked at $104K in Q2 2026. 100 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Sims Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 1,355 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $104K.
  • Sims Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $104K in Q2 2026.
  • 100 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.