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

Destiny 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	–	Sell	-10	Closed	-$801	–	276
2026 Q1	$801	Buy	+10	New	+$778	﹤0.01%	1092
2025 Q4	–	Sell	-113,101	Closed	-$8.83M	–	216
2025 Q3	$8.83M	Buy	113,101 +69	+0.1%	+$5.34K	1.08%	33
2025 Q2	$8.74M	Buy	113,032 +37,892	+50%	+$2.89M	1.17%	32
2025 Q1	$5.75M	Sell	75,140 -3,815	-5%	-$288K	0.91%	36
2024 Q4	$5.9M	Buy	+78,955	New	+$6M	0.96%	37

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

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

Destiny Wealth Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 10 shares — an estimated $801 sold.

Destiny Wealth Partners first reported a position in BIV in Q4 2024 and held it in 5 quarters. The position peaked at $8.83M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Destiny Wealth Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 10 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $801.
Destiny Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 5 quarters.
Destiny Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $8.83M in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.