RWML
BIV icon

RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

RAFFA WEALTH MANAGEMENT, 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 		$3.05M Buy
39,816
+10,301
+35% +$791K 0.39% 34
2026
Q1 		$2.28M Buy
29,515
+3,373
+13% +$263K 0.36% 35
2025
Q4 		$2.04M Sell
26,142
-55,015
-68% -$4.3M 0.31% 42
2025
Q3 		$6.34M Buy
81,157
+933
+1% +$72.2K 1.14% 14
2025
Q2 		$6.2M Buy
80,224
+519
+0.7% +$39.5K 1.24% 13
2025
Q1 		$6.1M Sell
79,705
-2,069
-3% -$156K 1.39% 12
2024
Q4 		$6.11M Buy
81,774
+10,726
+15% +$815K 1.42% 12
2024
Q3 		$5.57M Buy
71,048
+4,553
+7% +$351K 1.34% 13
2024
Q2 		$4.98M Buy
66,495
+2,897
+5% +$215K 1.41% 17
2024
Q1 		$4.8M Sell
63,598
-1,188
-2% -$89.5K 1.43% 14
2023
Q4 		$4.95M Sell
64,786
-1,396
-2% -$102K 1.5% 14
2023
Q3 		$4.79M Buy
66,182
+1,996
+3% +$148K 1.63% 11
2023
Q2 		$4.83M Buy
64,186
+760
+1% +$57.9K 1.65% 11
2023
Q1 		$4.87M Buy
63,426
+2,225
+4% +$169K 1.77% 11
2022
Q4 		$4.55M Sell
61,201
-4,004
-6% -$297K 1.86% 12
2022
Q3 		$4.79M Sell
65,205
-5,866
-8% -$454K 2.12% 11
2022
Q2 		$5.52M Sell
71,071
-23,908
-25% -$1.87M 2.51% 7
2022
Q1 		$7.78M Sell
94,979
-11,824
-11% -$998K 2.89% 6
2021
Q4 		$9.36M Buy
106,803
+7,728
+8% +$686K 3.06% 6
2021
Q3 		$8.86M Buy
99,075
+341
+0.3% +$30.9K 3.07% 6
2021
Q2 		$8.88M Buy
98,734
+365
+0.4% +$32.6K 3.07% 6
2021
Q1 		$8.73M Buy
98,369
+953
+1% +$86.5K 3.07% 6
2020
Q4 		$9.05M Sell
97,416
-6
-0% -$559 3.21% 6
2020
Q3 		$9.11M Buy
97,422
+390
+0.4% +$36.5K 3.42% 6
2020
Q2 		$9.04M Buy
97,032
+485
+0.5% +$44.4K 3.45% 6
2020
Q1 		$8.62M Buy
96,547
+1,812
+2% +$161K 3.21% 4
2019
Q4 		$8.26M Buy
94,735
+1,415
+2% +$124K 2.88% 4
2019
Q3 		$8.21M Buy
+93,320
New +$8.15M 2.93% 4
2019
Q2 		– Sell
-102,718
Closed -$8.62M – 816
2019
Q1 		$8.62M Buy
102,718
+1,933
+2% +$159K 3.48% 4
2018
Q4 		$8.19M Buy
100,785
+45,648
+83% +$3.66M 3.13% 4
2018
Q3 		$4.44M Buy
55,137
+6,723
+14% +$544K 1.57% 8
2018
Q2 		$3.92M Sell
48,414
-11,074
-19% -$894K 1.46% 10
2018
Q1 		$4.86M Sell
59,488
-1,891
-3% -$155K 1.78% 9
2017
Q4 		$5.15M Buy
+61,379
New +$5.17M 1.99% 8

Other funds holding BIV

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BIV Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 35% in Q2 2026, buying an estimated $791K and bringing the position to 39,816 shares worth $3.05M. The position accounts for 0.39% of the portfolio, ranked #34.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BIV in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.36M in Q4 2021. 384 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 39,816 shares of Vanguard Intermediate-Term Bond ETF worth $3.05M as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 10,301 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $791K.
  • Vanguard Intermediate-Term Bond ETF made up 0.39% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #34 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Vanguard Intermediate-Term Bond ETF position peaked at $9.36M in Q4 2021.
  • 384 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.