AWA
BIV icon

Amplius Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Amplius Wealth Advisors’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 		$1.85M Sell
24,174
-8,390
-26% -$644K 0.14% 60
2026
Q1 		$2.51M Sell
32,564
-13,527
-29% -$1.05M 0.21% 45
2025
Q4 		$3.59M Sell
46,091
-1,036
-2% -$81K 0.3% 38
2025
Q3 		$3.68M Sell
47,127
-6,722
-12% -$520K 0.32% 38
2025
Q2 		$4.16M Sell
53,849
-5,117
-9% -$390K 0.39% 40
2025
Q1 		$4.52M Sell
58,966
-21,189
-26% -$1.6M 0.47% 37
2024
Q4 		$5.99M Sell
80,155
-615,920
-88% -$46.8M 0.61% 32
2024
Q3 		$54.5M Buy
696,075
+2,757
+0.4% +$213K 5.95% 3
2024
Q2 		$51.9M Buy
693,318
+57,541
+9% +$4.28M 5.78% 2
2024
Q1 		$47.9M Sell
635,777
-34,057
-5% -$2.57M 5.37% 5
2023
Q4 		$51.2M Buy
669,834
+442,732
+195% +$32.4M 6.18% 2
2023
Q3 		$16.4M Buy
227,102
+46,394
+26% +$3.43M 2.2% 14
2023
Q2 		$13.6M Buy
180,708
+21,437
+13% +$1.63M 1.83% 13
2023
Q1 		$12.2M Buy
159,271
+17,457
+12% +$1.32M 1.75% 13
2022
Q4 		$10.5M Buy
+141,814
New +$10.5M 1.68% 19
2022
Q1 		– Sell
-2,250
Closed -$197K – 251
2021
Q4 		$197K Buy
+2,250
New +$200K 0.03% 185

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Amplius Wealth Advisors's BIV Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 26% in Q2 2026, selling an estimated $644K and leaving 24,174 shares worth $1.85M. The position accounts for 0.14% of the portfolio, ranked #60.

Amplius Wealth Advisors first reported a position in BIV in Q4 2021 and has held it in 16 quarters since. The position peaked at $54.5M in Q3 2024. 320 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Amplius Wealth Advisors held 24,174 shares of Vanguard Intermediate-Term Bond ETF worth $1.85M as of Q2 2026.
  • Amplius Wealth Advisors sold 8,390 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $644K.
  • Vanguard Intermediate-Term Bond ETF made up 0.14% of Amplius Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Amplius Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Amplius Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $54.5M in Q3 2024.
  • 320 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.