EIP
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Easterly Investment Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Easterly Investment 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 		$679K Sell
8,855
-3,053
-26% -$234K 0.03% 210
2026
Q1 		$919K Sell
11,908
-908
-7% -$70.7K 0.07% 121
2025
Q4 		$998K Sell
12,816
-380
-3% -$29.7K 0.06% 157
2025
Q3 		$1.03M Hold
13,196
– – 0.07% 149
2025
Q2 		$1.02M Hold
13,196
– – 0.07% 149
2025
Q1 		$1.01M Sell
13,196
-3,371
-20% -$254K 0.08% 140
2024
Q4 		$1.24M Sell
16,567
-125
-0.7% -$9.5K 0.1% 135
2024
Q3 		$1.31M Hold
16,692
– – 0.1% 146
2024
Q2 		$1.25M Hold
16,692
– – 0.11% 139
2024
Q1 		$1.26M Buy
16,692
+690
+4% +$52K 0.1% 147
2023
Q4 		$1.22M Sell
16,002
-9,335
-37% -$684K 0.13% 128
2023
Q3 		$1.83M Buy
25,337
+32
+0.1% +$2.37K 0.2% 102
2023
Q2 		$1.9M Sell
25,305
-1,318
-5% -$100K 0.17% 113
2023
Q1 		$2.04M Buy
26,623
+36
+0.1% +$2.73K 0.18% 108
2022
Q4 		$1.98M Buy
26,587
+34
+0.1% +$2.52K 0.17% 107
2022
Q3 		$1.95M Sell
26,553
-1,619
-6% -$125K 0.19% 107
2022
Q2 		$2.19M Buy
28,172
+39
+0.1% +$3.06K 0.19% 100
2022
Q1 		$2.3M Buy
28,133
+21
+0.1% +$1.77K 0.17% 100
2021
Q4 		$2.46M Buy
+28,112
New +$2.49M 0.18% 101

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Easterly Investment Partners's BIV Position: Q2 2026 in Review

Easterly Investment Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 26% in Q2 2026, selling an estimated $234K and leaving 8,855 shares worth $679K. The position accounts for 0.03% of the portfolio, ranked #210.

Easterly Investment Partners first reported a position in BIV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.46M in Q4 2021. 306 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Easterly Investment Partners held 8,855 shares of Vanguard Intermediate-Term Bond ETF worth $679K as of Q2 2026.
  • Easterly Investment Partners sold 3,053 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $234K.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of Easterly Investment Partners's portfolio in Q2 2026, its #210 holding.
  • Easterly Investment Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Easterly Investment Partners's Vanguard Intermediate-Term Bond ETF position peaked at $2.46M in Q4 2021.
  • 306 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.