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

Ballentine 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 Q2	$4.03M	Buy	52,586 +6,901	+15%	+$530K	0.05%	128
2026 Q1	$3.53M	Buy	45,685 +19,201	+73%	+$1.49M	0.05%	131
2025 Q4	$2.06M	Buy	26,484 +89	+0.3%	+$6.96K	0.03%	188
2025 Q3	$2.06M	Sell	26,395 -198	-0.7%	-$15.3K	0.03%	190
2025 Q2	$2.06M	Sell	26,593 -1,199	-4%	-$91.3K	0.03%	189
2025 Q1	$2.13M	Sell	27,792 -1,729	-6%	-$130K	0.04%	177
2024 Q4	$2.21M	Buy	29,521 +834	+3%	+$63.4K	0.04%	159
2024 Q3	$2.25M	Sell	28,687 -1,696	-6%	-$131K	0.04%	156
2024 Q2	$2.28M	Buy	30,383 +447	+1%	+$33.2K	0.04%	144
2024 Q1	$2.26M	Buy	29,936 +518	+2%	+$39K	0.04%	141
2023 Q4	$2.25M	Sell	29,418 -445	-1%	-$32.6K	0.05%	134
2023 Q3	$2.16M	Buy	29,863 +5,389	+22%	+$399K	0.05%	114
2023 Q2	$1.84M	Buy	24,474 +911	+4%	+$69.4K	0.04%	131
2023 Q1	$1.81M	Sell	23,563 -493	-2%	-$37.3K	0.05%	134
2022 Q4	$1.79M	Buy	24,056 +7,564	+46%	+$560K	0.05%	119
2022 Q3	$1.21M	Buy	16,492 +2,444	+17%	+$189K	0.04%	132
2022 Q2	$1.09M	Sell	14,048 -2,728	-16%	-$214K	0.04%	147
2022 Q1	$1.37M	Hold	16,776	–	–	0.04%	143
2021 Q4	$1.47M	Buy	16,776 +56	+0.3%	+$4.97K	0.04%	139
2021 Q3	$1.5M	Hold	16,720	–	–	0.05%	119
2021 Q2	$1.5M	Sell	16,720 -326	-2%	-$29.1K	0.05%	117
2021 Q1	$1.51M	Buy	17,046 +849	+5%	+$77.1K	0.06%	110
2020 Q4	$1.5M	Buy	16,197 +2,027	+14%	+$189K	0.06%	105
2020 Q3	$1.32M	Buy	14,170 +109	+0.8%	+$10.2K	0.06%	111
2020 Q2	$1.31M	Hold	14,061	–	–	0.06%	111
2020 Q1	$1.26M	Buy	14,061 +91	+0.7%	+$8.07K	0.07%	107
2019 Q4	$1.22M	Buy	13,970 +264	+2%	+$23.1K	0.06%	136
2019 Q3	$1.21M	Hold	13,706	–	–	0.06%	130
2019 Q2	$1.19M	Buy	13,706 +992	+8%	+$83.8K	0.06%	133
2019 Q1	$1.07M	Sell	12,714 -17,207	-58%	-$1.42M	0.06%	119
2018 Q4	$2.43M	Buy	29,921 +166	+0.6%	+$13.3K	0.14%	61
2018 Q3	$2.4M	Buy	29,755 +462	+2%	+$37.4K	0.13%	67
2018 Q2	$2.37M	Buy	29,293 +1,863	+7%	+$150K	0.13%	59
2018 Q1	$2.24M	Buy	27,430 +71	+0.3%	+$5.83K	0.13%	58
2017 Q4	$2.29M	Buy	27,359 +4,149	+18%	+$350K	0.13%	61
2017 Q3	$1.97M	Buy	23,210 +1,047	+5%	+$88.9K	0.11%	69
2017 Q2	$1.88M	Buy	+22,163	New	+$1.87M	0.14%	74

Other funds holding BIV

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Ballentine Partners's BIV Position: Q2 2026 in Review

Ballentine Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 15% in Q2 2026, buying an estimated $530K and bringing the position to 52,586 shares worth $4.03M. The position accounts for 0.05% of the portfolio, ranked #128.

Ballentine Partners first reported a position in BIV in Q2 2017 and has held it in 37 quarters since. 191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Ballentine Partners held 52,586 shares of Vanguard Intermediate-Term Bond ETF worth $4.03M as of Q2 2026.
Ballentine Partners bought 6,901 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $530K.
Vanguard Intermediate-Term Bond ETF made up 0.05% of Ballentine Partners's portfolio in Q2 2026, its #128 holding.
Ballentine Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2017 and has held it in 37 quarters since.
191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.