3FI
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3 Factor Indexing’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

3 Factor Indexing’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 		$199K Sell
2,589
-165
-6% -$12.7K 0.17% 52
2026
Q1 		$213K Buy
+2,754
New +$214K 0.2% 47

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

3 Factor Indexing's BIV Position: Q2 2026 in Review

3 Factor Indexing reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6% in Q2 2026, selling an estimated $12.7K and leaving 2,589 shares worth $199K. The position accounts for 0.17% of the portfolio, ranked #52.

3 Factor Indexing first reported a position in BIV in Q1 2026 and has held it in 2 quarters since. The position peaked at $213K in Q1 2026. 988 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • 3 Factor Indexing held 2,589 shares of Vanguard Intermediate-Term Bond ETF worth $199K as of Q2 2026.
  • 3 Factor Indexing sold 165 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $12.7K.
  • Vanguard Intermediate-Term Bond ETF made up 0.17% of 3 Factor Indexing's portfolio in Q2 2026, its #52 holding.
  • 3 Factor Indexing first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 3 Factor Indexing's Vanguard Intermediate-Term Bond ETF position peaked at $213K in Q1 2026.
  • 988 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.