Tillman Hartley LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Tillman Hartley 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 Q1	$7.81M	Sell	101,250 -8,663	-8%	-$674K	1.96%	14
2025 Q4	$8.56M	Buy	109,913 +5,345	+5%	+$418K	2.15%	13
2025 Q3	$8.17M	Buy	104,568 +4,602	+5%	+$356K	2.11%	14
2025 Q2	$7.73M	Sell	99,966 -32,878	-25%	-$2.5M	2.19%	12
2025 Q1	$10.2M	Sell	132,844 -7,041	-5%	-$531K	2.96%	10
2024 Q4	$10.5M	Buy	139,885 +1,340	+1%	+$102K	3%	9
2024 Q3	$10.9M	Buy	138,545 +38,303	+38%	+$2.95M	3.22%	9
2024 Q2	$7.51M	Buy	100,242 +5,751	+6%	+$427K	2.57%	12
2024 Q1	$7.12M	Buy	94,491 +521	+0.6%	+$39.3K	2.45%	13
2023 Q4	$7.18M	Buy	93,970 +3,330	+4%	+$244K	2.67%	11
2023 Q3	$6.55M	Hold	90,640	–	–	2.7%	11
2023 Q2	$6.82M	Buy	90,640 +12,216	+16%	+$930K	2.72%	11
2023 Q1	$6.02M	Sell	78,424 -101	-0.1%	-$7.65K	2.56%	12
2022 Q4	$5.84M	Buy	+78,525	New	+$5.82M	2.51%	12

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

Tillman Hartley LLC's BIV Position: Q1 2026 in Review

Tillman Hartley LLC reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.9% in Q1 2026, selling an estimated $674K and leaving 101,250 shares worth $7.81M. The position accounts for 1.96% of the portfolio, ranked #14.

Tillman Hartley LLC first reported a position in BIV in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.9M in Q3 2024. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Tillman Hartley LLC held 101,250 shares of Vanguard Intermediate-Term Bond ETF worth $7.81M as of Q1 2026.
Tillman Hartley LLC sold 8,663 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $674K.
Vanguard Intermediate-Term Bond ETF made up 1.96% of Tillman Hartley LLC's portfolio in Q1 2026, its #14 holding.
Tillman Hartley LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
Tillman Hartley LLC's Vanguard Intermediate-Term Bond ETF position peaked at $10.9M in Q3 2024.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Tillman Hartley LLC's 13F filing for Q1 2026, filed 8 May 2026.