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

Family 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 		$860K Sell
11,208
-53
-0.5% -$4.07K 0.26% 48
2026
Q1 		$869K Buy
11,261
+455
+4% +$35.4K 0.3% 42
2025
Q4 		$842K Buy
10,806
+84
+0.8% +$6.57K 0.3% 43
2025
Q3 		$837K Sell
10,722
-63
-0.6% -$4.88K 0.31% 39
2025
Q2 		$834K Sell
10,785
-409
-4% -$31.2K 0.33% 36
2025
Q1 		$857K Buy
11,194
+31
+0.3% +$2.34K 0.39% 33
2024
Q4 		$834K Sell
11,163
-2,728
-20% -$207K 0.4% 33
2024
Q3 		$1.09M Sell
13,891
-289
-2% -$22.3K 0.56% 33
2024
Q2 		$1.06M Sell
14,180
-583
-4% -$43.3K 0.55% 33
2024
Q1 		$1.11M Sell
14,763
-4,424
-23% -$333K 0.63% 33
2023
Q4 		$1.47M Buy
+19,187
New +$1.41M 1.13% 31

Other funds holding BIV

TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Family Wealth Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.47% in Q2 2026, selling an estimated $4.07K and leaving 11,208 shares worth $860K. The position accounts for 0.26% of the portfolio, ranked #48.

Family Wealth Partners first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q4 2023. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Family Wealth Partners held 11,208 shares of Vanguard Intermediate-Term Bond ETF worth $860K as of Q2 2026.
  • Family Wealth Partners sold 53 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $4.07K.
  • Vanguard Intermediate-Term Bond ETF made up 0.26% of Family Wealth Partners's portfolio in Q2 2026, its #48 holding.
  • Family Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Family Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $1.47M in Q4 2023.
  • 508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.