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Beacon Pointe Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Beacon Pointe 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 		$12.4M Buy
161,201
+33,511
+26% +$2.57M 0.06% 292
2026
Q1 		$9.86M Buy
127,690
+6,673
+6% +$519K 0.05% 320
2025
Q4 		$9.42M Buy
121,017
+17,078
+16% +$1.34M 0.07% 268
2025
Q3 		$8.12M Buy
103,939
+90,311
+663% +$6.99M 0.07% 264
2025
Q2 		$1.05M Buy
13,628
+110
+0.8% +$8.38K 0.01% 659
2025
Q1 		$1.04M Buy
13,518
+7,416
+122% +$559K 0.01% 628
2024
Q4 		$456K Buy
+6,102
New +$464K 0.01% 859
2024
Q3 		– Sell
-2,897
Closed -$217K – 1235
2024
Q2 		$217K Buy
2,897
+2
+0.1% +$149 ﹤0.01% 1170
2024
Q1 		$218K Sell
2,895
-2,522
-47% -$190K ﹤0.01% 1230
2023
Q4 		$414K Sell
5,417
-3,836
-41% -$281K ﹤0.01% 962
2023
Q3 		$669K Buy
9,253
+2,039
+28% +$151K 0.01% 760
2023
Q2 		$543K Sell
7,214
-5,413
-43% -$412K 0.01% 691
2023
Q1 		$969K Buy
12,627
+8,819
+232% +$668K 0.02% 555
2022
Q4 		$283K Buy
+3,808
New +$282K 0.01% 881
2022
Q3 		– Sell
-4,003
Closed -$310K – 1008
2022
Q2 		$310K Sell
4,003
-13,182
-77% -$1.03M 0.01% 809
2022
Q1 		$1.41M Buy
17,185
+13,793
+407% +$1.16M 0.02% 527
2021
Q4 		$297K Sell
3,392
-12,694
-79% -$1.13M 0.01% 733
2021
Q3 		$1.44M Buy
16,086
+12,081
+302% +$1.09M 0.04% 339
2021
Q2 		$360K Buy
4,005
+21
+0.5% +$1.88K 0.01% 594
2021
Q1 		$354K Sell
3,984
-109
-3% -$9.9K 0.02% 354
2020
Q4 		$379K Buy
4,093
+908
+29% +$84.6K 0.03% 325
2020
Q3 		$298K Buy
3,185
+56
+2% +$5.25K 0.03% 300
2020
Q2 		$292K Buy
+3,129
New +$286K 0.03% 303

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beacon Pointe Advisors's BIV Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 26% in Q2 2026, buying an estimated $2.57M and bringing the position to 161,201 shares worth $12.4M. The position accounts for 0.06% of the portfolio, ranked #292.

Beacon Pointe Advisors first reported a position in BIV in Q2 2020 and has held it in 23 quarters since. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Beacon Pointe Advisors held 161,201 shares of Vanguard Intermediate-Term Bond ETF worth $12.4M as of Q2 2026.
  • Beacon Pointe Advisors bought 33,511 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.57M.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of Beacon Pointe Advisors's portfolio in Q2 2026, its #292 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.