Abacus Wealth Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Abacus Wealth Partners’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	$1.71M	Buy	22,169 +820	+4%	+$63.8K	0.16%	54
2025 Q4	$1.66M	Buy	21,349 +738	+4%	+$57.7K	0.16%	54
2025 Q3	$1.61M	Sell	20,611 -104	-0.5%	-$8.05K	0.23%	22
2025 Q2	$1.6M	Buy	20,715 +10,954	+112%	+$834K	0.24%	22
2025 Q1	$747K	Buy	9,761 +66	+0.7%	+$4.98K	0.11%	33
2024 Q4	$725K	Buy	9,695 +64	+0.7%	+$4.87K	0.11%	34
2024 Q3	$755K	Buy	9,631 +114	+1%	+$8.79K	0.11%	38
2024 Q2	$713K	Buy	+9,517	New	+$707K	0.12%	37

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

Abacus Wealth Partners's BIV Position: Q1 2026 in Review

Abacus Wealth Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.8% in Q1 2026, buying an estimated $63.8K and bringing the position to 22,169 shares worth $1.71M. The position accounts for 0.16% of the portfolio, ranked #54.

Abacus Wealth Partners first reported a position in BIV in Q2 2024 and has held it in 8 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Abacus Wealth Partners held 22,169 shares of Vanguard Intermediate-Term Bond ETF worth $1.71M as of Q1 2026.
Abacus Wealth Partners bought 820 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $63.8K.
Vanguard Intermediate-Term Bond ETF made up 0.16% of Abacus Wealth Partners's portfolio in Q1 2026, its #54 holding.
Abacus Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 8 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.