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

Concord 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	$226K	Sell	2,940 -20	-0.7%	-$1.53K	0.03%	211
2026 Q1	$228K	Hold	2,960	–	–	0.03%	191
2025 Q4	$231K	Hold	2,960	–	–	0.03%	181
2025 Q3	$231K	Hold	2,960	–	–	0.03%	178
2025 Q2	$229K	Sell	2,960 -52	-2%	-$3.96K	0.03%	189
2025 Q1	$231K	Buy	3,012 +2,938	+3,970%	+$222K	0.04%	184
2024 Q4	$5.53K	Hold	74	–	–	﹤0.01%	590
2024 Q3	$5.8K	Hold	74	–	–	﹤0.01%	612
2024 Q2	$5.54K	Buy	74 +2	+3%	+$149	﹤0.01%	563
2024 Q1	$5.43K	Hold	72	–	–	﹤0.01%	643
2023 Q4	$5.5K	Hold	72	–	–	﹤0.01%	629
2023 Q3	$5.21K	Hold	72	–	–	﹤0.01%	709
2023 Q2	$5.42K	Hold	72	–	–	﹤0.01%	690
2023 Q1	$5.53K	Hold	72	–	–	﹤0.01%	659
2022 Q4	$5.35K	Buy	+72	New	+$5.33K	﹤0.01%	749
2022 Q3	–	Sell	-72	Closed	-$6K	–	262
2022 Q2	$6K	Hold	72	–	–	﹤0.01%	772
2022 Q1	$6K	Hold	72	–	–	﹤0.01%	861
2021 Q4	$6K	Hold	72	–	–	﹤0.01%	898
2021 Q3	$6K	Hold	72	–	–	﹤0.01%	546
2021 Q2	$6K	Sell	72 -44	-38%	-$3.93K	﹤0.01%	698
2021 Q1	$10K	Buy	+116	New	+$10.5K	﹤0.01%	582

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

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

Concord Wealth Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.68% in Q2 2026, selling an estimated $1.53K and leaving 2,940 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #211.

Concord Wealth Partners first reported a position in BIV in Q1 2021 and has held it in 21 quarters since. The position peaked at $231K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Concord Wealth Partners held 2,940 shares of Vanguard Intermediate-Term Bond ETF worth $226K as of Q2 2026.
Concord Wealth Partners sold 20 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.53K.
Vanguard Intermediate-Term Bond ETF made up 0.03% of Concord Wealth Partners's portfolio in Q2 2026, its #211 holding.
Concord Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2021 and has held it in 21 quarters since.
Concord Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $231K in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.