Cerity Partners Retirement Plan Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cerity Partners Retirement Plan 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	–	Sell	-15,836	Closed	-$1.22M	–	35
2026 Q1	$1.22M	Buy	+15,836	New	+$1.23M	0.62%	18

Other funds holding BIV

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

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

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 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

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

Cerity Partners Retirement Plan Advisors's BIV Position: Q2 2026 in Review

Cerity Partners Retirement Plan Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 15,836 shares — an estimated $1.22M sold.

Cerity Partners Retirement Plan Advisors first reported a position in BIV in Q1 2026 and held it in 1 quarter. The position peaked at $1.22M in Q1 2026. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Cerity Partners Retirement Plan Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Cerity Partners Retirement Plan Advisors sold 15,836 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.22M.
Cerity Partners Retirement Plan Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2026 and held it in 1 quarter.
Cerity Partners Retirement Plan Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.22M in Q1 2026.
1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Cerity Partners Retirement Plan Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.