Atria Wealth Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$15.4M	Sell	199,045 -213,376	-52%	-$16.3M	0.35%	58
2025 Q1	$31.6M	Buy	412,421 +17,315	+4%	+$1.31M	0.38%	47
2024 Q4	$29.5M	Buy	395,106 +43,593	+12%	+$3.31M	0.32%	61
2024 Q3	$27.5M	Buy	351,513 +35,797	+11%	+$2.76M	0.3%	65
2024 Q2	$23.6M	Buy	315,716 +11,569	+4%	+$860K	0.26%	77
2024 Q1	$22.9M	Sell	304,147 -38,377	-11%	-$2.89M	0.26%	79
2023 Q4	$26.2M	Buy	342,524 +57,188	+20%	+$4.19M	0.33%	54
2023 Q3	$20.6M	Sell	285,336 -59,804	-17%	-$4.42M	0.29%	75
2023 Q2	$26M	Buy	345,140 +57,410	+20%	+$4.37M	0.35%	51
2023 Q1	$22.1M	Sell	287,730 -5,142	-2%	-$389K	0.33%	68
2022 Q4	$21.8M	Sell	292,872 -2,385	-0.8%	-$177K	0.35%	67
2022 Q3	$21.7M	Buy	295,257 +10,899	+4%	+$843K	0.38%	50
2022 Q2	$22.1M	Sell	284,358 -15,105	-5%	-$1.18M	0.41%	49
2022 Q1	$24.5M	Buy	+299,463	New	+$25.3M	0.41%	40

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Wealth Solutions's BIV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 52% in Q2 2025, selling an estimated $16.3M and leaving 199,045 shares worth $15.4M. The position accounts for 0.35% of the portfolio, ranked #58.

Atria Wealth Solutions first reported a position in BIV in Q1 2022 and has held it in 14 quarters since. The position peaked at $31.6M in Q1 2025. 932 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

Atria Wealth Solutions held 199,045 shares of Vanguard Intermediate-Term Bond ETF worth $15.4M as of Q2 2025.
Atria Wealth Solutions sold 213,376 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $16.3M.
Vanguard Intermediate-Term Bond ETF made up 0.35% of Atria Wealth Solutions's portfolio in Q2 2025, its #58 holding.
Atria Wealth Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $31.6M in Q1 2025.
932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.