AWM
BIV icon

Aprio Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Aprio Wealth Management’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 		$447K Sell
5,826
-191
-3% -$14.7K 0.02% 406
2026
Q1 		$464K Sell
6,017
-2,920
-33% -$227K 0.03% 377
2025
Q4 		$696K Buy
+8,937
New +$699K 0.04% 254

Other funds holding BIV

TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aprio Wealth Management's BIV Position: Q2 2026 in Review

Aprio Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.2% in Q2 2026, selling an estimated $14.7K and leaving 5,826 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #406.

Aprio Wealth Management first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $696K in Q4 2025. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Aprio Wealth Management held 5,826 shares of Vanguard Intermediate-Term Bond ETF worth $447K as of Q2 2026.
  • Aprio Wealth Management sold 191 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $14.7K.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #406 holding.
  • Aprio Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Aprio Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $696K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.