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

Clark Wealth 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 		$9.66K Hold
126
– – 0.01% 230
2026
Q1 		$9.72K Hold
126
– – 0.01% 251
2025
Q4 		$9.81K Hold
126
– – 0.01% 237
2025
Q3 		$9.81K Sell
126
-299
-70% -$23.1K 0.01% 237
2025
Q2 		$32.9K Sell
425
-471
-53% -$35.9K 0.02% 116
2025
Q1 		$68.6K Buy
+896
New +$67.6K 0.05% 74

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

Clark Wealth Partners's BIV Position: Q2 2026 in Review

Clark Wealth Partners held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 126 shares worth $9.66K. The position accounts for 0.01% of the portfolio, ranked #230.

Clark Wealth Partners first reported a position in BIV in Q1 2025 and has held it in 6 quarters since. The position peaked at $68.6K in Q1 2025. 988 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Clark Wealth Partners held 126 shares of Vanguard Intermediate-Term Bond ETF worth $9.66K as of Q2 2026.
  • Clark Wealth Partners left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #230 holding.
  • Clark Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Clark Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $68.6K in Q1 2025.
  • 988 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.