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

Equity 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 		$10.9M Buy
141,723
+23,354
+20% +$1.79M 3.91% 6
2026
Q1 		$9.14M Buy
118,369
+15,409
+15% +$1.2M 5.91% 6
2025
Q4 		$8.02M Buy
102,960
+43,761
+74% +$3.42M 5.2% 6
2025
Q3 		$4.62M Buy
+59,199
New +$4.58M 3.75% 8

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Equity Wealth Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 20% in Q2 2026, buying an estimated $1.79M and bringing the position to 141,723 shares worth $10.9M. The position accounts for 3.91% of the portfolio, ranked #6.

Equity Wealth Partners first reported a position in BIV in Q3 2025 and has held it in 4 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Equity Wealth Partners held 141,723 shares of Vanguard Intermediate-Term Bond ETF worth $10.9M as of Q2 2026.
  • Equity Wealth Partners bought 23,354 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.79M.
  • Vanguard Intermediate-Term Bond ETF made up 3.91% of Equity Wealth Partners's portfolio in Q2 2026, its #6 holding.
  • Equity Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Equity Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.