Corient Private Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Corient Private Wealth’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	$4.62M	Sell	60,263 -133,494	-69%	-$10.2M	0.01%	935
2026 Q1	$15M	Buy	193,757 +12,408	+7%	+$966K	0.02%	480
2025 Q4	$14.1M	Buy	181,349 +16,142	+10%	+$1.26M	0.02%	481
2025 Q3	$12.9M	Buy	165,207 +18,775	+13%	+$1.45M	0.02%	474
2025 Q2	$11.3M	Buy	146,432 +22,772	+18%	+$1.73M	0.02%	500
2025 Q1	$9.47M	Buy	123,660 +97,970	+381%	+$7.39M	0.02%	533
2024 Q4	$1.92M	Sell	25,690 -163	-0.6%	-$12.4K	﹤0.01%	1023
2024 Q3	$2.03M	Buy	25,853 +4,132	+19%	+$319K	﹤0.01%	1090
2024 Q2	$1.63M	Sell	21,721 -4,261	-16%	-$317K	﹤0.01%	1124
2024 Q1	$1.96M	Buy	25,982 +2,874	+12%	+$217K	﹤0.01%	1028
2023 Q4	$1.76M	Sell	23,108 -2,877	-11%	-$211K	﹤0.01%	1061
2023 Q3	$1.88M	Buy	25,985 +3,336	+15%	+$247K	﹤0.01%	941
2023 Q2	$1.7M	Buy	22,649 +623	+3%	+$47.4K	﹤0.01%	954
2023 Q1	$1.69M	Buy	22,026 +556	+3%	+$42.1K	﹤0.01%	901
2022 Q4	$1.6M	Buy	+21,470	New	+$1.59M	0.01%	774

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

Corient Private Wealth's BIV Position: Q2 2026 in Review

Corient Private Wealth reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 69% in Q2 2026, selling an estimated $10.2M and leaving 60,263 shares worth $4.62M. The position accounts for 0.01% of the portfolio, ranked #935.

Corient Private Wealth first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $15M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Corient Private Wealth held 60,263 shares of Vanguard Intermediate-Term Bond ETF worth $4.62M as of Q2 2026.
Corient Private Wealth sold 133,494 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $10.2M.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #935 holding.
Corient Private Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
Corient Private Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $15M in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.