Focus Financial Network’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Focus Financial Network’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	$222K	Buy	+2,894	New	+$222K	0.01%	712
2026 Q1	–	Sell	-17,706	Closed	-$1.38M	–	738
2025 Q4	$1.38M	Buy	17,706 +11,229	+173%	+$878K	0.05%	261
2025 Q3	$506K	Buy	+6,477	New	+$501K	0.02%	442
2020 Q4	–	Sell	-21,627	Closed	-$2.02M	–	431
2020 Q3	$2.02M	Buy	+21,627	New	+$2.03M	0.19%	109
2020 Q2	–	Sell	-3,590	Closed	-$321K	–	391
2020 Q1	$321K	Buy	3,590 +72	+2%	+$6.39K	0.04%	268
2019 Q4	$307K	Buy	3,518 +31	+0.9%	+$2.71K	0.04%	311
2019 Q3	$307K	Buy	3,487 +10	+0.3%	+$874	0.04%	287
2019 Q2	$301K	Buy	3,477 +854	+33%	+$72.1K	0.04%	287
2019 Q1	$220K	Buy	+2,623	New	+$216K	0.04%	335

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

Focus Financial Network's BIV Position: Q2 2026 in Review

Focus Financial Network opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 2,894 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: Focus Financial Network previously reported a position in BIV as recently as Q4 2025.

Focus Financial Network first reported a position in BIV in Q1 2019 and has held it in 9 quarters since. The position peaked at $2.02M in Q3 2020. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Focus Financial Network held 2,894 shares of Vanguard Intermediate-Term Bond ETF worth $222K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Focus Financial Network position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #712 holding.
Focus Financial Network first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2019 and has held it in 9 quarters since.
Focus Financial Network's Vanguard Intermediate-Term Bond ETF position peaked at $2.02M in Q3 2020.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.