Compass Financial Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Compass Financial Management’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	$1.54M	Buy	+20,120	New	+$1.54M	0.19%	135

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

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

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

Compass Financial Management's BIV Position: Q2 2026 in Review

Compass Financial Management opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 20,120 shares worth $1.54M. The stake represents 0.19% of the portfolio and ranks #135 among its holdings.

988 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Compass Financial Management held 20,120 shares of Vanguard Intermediate-Term Bond ETF worth $1.54M as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Compass Financial Management position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.19% of Compass Financial Management's portfolio in Q2 2026, its #135 holding.
988 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.