EnRich Financial Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

EnRich Financial 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	$407K	Buy	5,301 +447	+9%	+$34.3K	0.1%	47
2026 Q1	$375K	Buy	4,854 +13	+0.3%	+$1.01K	0.1%	45
2025 Q4	$377K	Buy	4,841 +272	+6%	+$21.3K	0.1%	45
2025 Q3	$357K	Sell	4,569 -684	-13%	-$53K	0.1%	45
2025 Q2	$406K	Buy	5,253 +709	+16%	+$54K	0.12%	41
2025 Q1	$348K	Buy	4,544 +13	+0.3%	+$981	0.12%	40
2024 Q4	$339K	Buy	4,531 +29	+0.6%	+$2.21K	0.11%	39
2024 Q3	$353K	Buy	4,502 +21	+0.5%	+$1.62K	0.12%	39
2024 Q2	$336K	Buy	4,481 +1,280	+40%	+$95.1K	0.12%	37
2024 Q1	$241K	Buy	3,201 +1	+0%	+$75	0.09%	45
2023 Q4	$244K	Buy	+3,200	New	+$234K	0.1%	43

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

EnRich Financial Partners's BIV Position: Q2 2026 in Review

EnRich Financial Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 9.2% in Q2 2026, buying an estimated $34.3K and bringing the position to 5,301 shares worth $407K. The position accounts for 0.1% of the portfolio, ranked #47.

EnRich Financial Partners first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

EnRich Financial Partners held 5,301 shares of Vanguard Intermediate-Term Bond ETF worth $407K as of Q2 2026.
EnRich Financial Partners bought 447 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $34.3K.
Vanguard Intermediate-Term Bond ETF made up 0.1% of EnRich Financial Partners's portfolio in Q2 2026, its #47 holding.
EnRich Financial Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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