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 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 $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fiduciary Wealth Partners's BIV Position: Q1 2026 in Review

Fiduciary Wealth Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 81% in Q1 2026, selling an estimated $8.06M and leaving 24,049 shares worth $1.86M. The position accounts for 1.21% of the portfolio, ranked #11.

Fiduciary Wealth Partners first reported a position in BIV in Q4 2015 and has held it in 12 quarters since. The position peaked at $9.95M in Q2 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Fiduciary Wealth Partners held 24,049 shares of Vanguard Intermediate-Term Bond ETF worth $1.86M as of Q1 2026.
Fiduciary Wealth Partners sold 103,519 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $8.06M.
Vanguard Intermediate-Term Bond ETF made up 1.21% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #11 holding.
Fiduciary Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and has held it in 12 quarters since.
Fiduciary Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $9.95M in Q2 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.