Five Pine Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Five Pine Wealth Management’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	$1.74M	Sell	22,713 -259	-1%	-$19.9K	0.99%	21
2026 Q1	$1.77M	Buy	22,972 +10,220	+80%	+$796K	1.1%	18
2025 Q4	$993K	Buy	12,752 +886	+7%	+$69.3K	0.64%	23
2025 Q3	$897K	Sell	11,866 -4,445	-27%	-$344K	0.61%	24
2025 Q2	$1.26M	Buy	16,311 +145	+0.9%	+$11K	0.93%	20
2025 Q1	$1.24M	Sell	16,166 -488	-3%	-$36.8K	1.01%	19
2024 Q4	$1.24M	Buy	+16,654	New	+$1.27M	1.05%	19

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

Five Pine Wealth Management's BIV Position: Q2 2026 in Review

Five Pine Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.1% in Q2 2026, selling an estimated $19.9K and leaving 22,713 shares worth $1.74M. The position accounts for 0.99% of the portfolio, ranked #21.

Five Pine Wealth Management first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q1 2026. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Five Pine Wealth Management held 22,713 shares of Vanguard Intermediate-Term Bond ETF worth $1.74M as of Q2 2026.
Five Pine Wealth Management sold 259 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $19.9K.
Vanguard Intermediate-Term Bond ETF made up 0.99% of Five Pine Wealth Management's portfolio in Q2 2026, its #21 holding.
Five Pine Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Five Pine Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.77M in Q1 2026.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Five Pine Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.