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

Fiduciary 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	$1.6M	Sell	20,917 -3,132	-13%	-$240K	0.88%	15
2026 Q1	$1.86M	Sell	24,049 -103,519	-81%	-$8.06M	1.21%	11
2025 Q4	$9.93M	Buy	127,568 +3,571	+3%	+$279K	4.07%	5
2025 Q3	$9.68M	Sell	123,997 -4,643	-4%	-$359K	4.07%	5
2025 Q2	$9.95M	Buy	+128,640	New	+$9.8M	9.37%	3
2017 Q3	$257K	Buy	3,034 +19	+0.6%	+$1.61K	0.34%	8
2017 Q2	$255K	Buy	3,015 +226	+8%	+$19.1K	0.31%	10
2017 Q1	$233K	Buy	2,789 +11	+0.4%	+$916	0.24%	13
2016 Q4	$232K	Buy	2,778 +32	+1%	+$2.72K	0.23%	14
2016 Q3	$241K	Buy	2,746 +17	+0.6%	+$1.49K	0.24%	14
2016 Q2	$240K	Buy	2,729 +16	+0.6%	+$1.38K	0.26%	14
2016 Q1	$234K	Buy	2,713 +11	+0.4%	+$932	0.25%	12
2015 Q4	$224K	Buy	+2,702	New	+$227K	0.2%	11

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

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

Fiduciary Wealth Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 13% in Q2 2026, selling an estimated $240K and leaving 20,917 shares worth $1.6M. The position accounts for 0.88% of the portfolio, ranked #15.

Fiduciary Wealth Partners first reported a position in BIV in Q4 2015 and has held it in 13 quarters since. The position peaked at $9.95M in Q2 2025. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Fiduciary Wealth Partners held 20,917 shares of Vanguard Intermediate-Term Bond ETF worth $1.6M as of Q2 2026.
Fiduciary Wealth Partners sold 3,132 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $240K.
Vanguard Intermediate-Term Bond ETF made up 0.88% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #15 holding.
Fiduciary Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and has held it in 13 quarters since.
Fiduciary Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $9.95M in Q2 2025.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.