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Focus Partners Advisor Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Focus Partners Advisor Solutions’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 		$22.7M Buy
296,358
+189,635
+178% +$14.6M 0.19% 64
2026
Q1 		$8.24M Buy
106,723
+30,271
+40% +$2.36M 0.08% 113
2025
Q4 		$5.95M Sell
76,452
-108,568
-59% -$8.49M 0.07% 126
2025
Q3 		$14.4M Buy
185,020
+43,277
+31% +$3.35M 0.16% 79
2025
Q2 		$11M Buy
141,743
+2,155
+2% +$164K 0.15% 81
2025
Q1 		$10.7M Buy
139,588
+24,131
+21% +$1.82M 0.16% 76
2024
Q4 		$8.63M Buy
115,457
+4,539
+4% +$345K 0.15% 81
2024
Q3 		$8.69M Buy
110,918
+55,260
+99% +$4.26M 0.18% 65
2024
Q2 		$4.17M Buy
55,658
+19,665
+55% +$1.46M 0.11% 96
2024
Q1 		$2.71M Buy
35,993
+3,944
+12% +$297K 0.08% 130
2023
Q4 		$2.45M Sell
32,049
-15,131
-32% -$1.11M 0.12% 87
2023
Q3 		$3.41M Buy
47,180
+933
+2% +$69K 0.17% 64
2023
Q2 		$3.48M Buy
46,247
+227
+0.5% +$17.3K 0.19% 57
2023
Q1 		$3.53M Buy
46,020
+8,936
+24% +$677K 0.23% 52
2022
Q4 		$2.76M Buy
37,084
+5,986
+19% +$444K 0.21% 61
2022
Q3 		$2.29M Buy
31,098
+7,454
+32% +$577K 0.13% 78
2022
Q2 		$1.84M Sell
23,644
-485
-2% -$38K 0.15% 76
2022
Q1 		$1.98M Buy
+24,129
New +$2.04M 0.2% 67

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Advisor Solutions's BIV Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 178% in Q2 2026, buying an estimated $14.6M and bringing the position to 296,358 shares worth $22.7M. The position accounts for 0.19% of the portfolio, ranked #64.

Focus Partners Advisor Solutions first reported a position in BIV in Q1 2022 and has held it in 18 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Focus Partners Advisor Solutions held 296,358 shares of Vanguard Intermediate-Term Bond ETF worth $22.7M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 189,635 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $14.6M.
  • Vanguard Intermediate-Term Bond ETF made up 0.19% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #64 holding.
  • Focus Partners Advisor Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.