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

Focus Partners Wealth’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	$12.5M	Sell	162,620 -9,742	-6%	-$748K	0.01%	645
2026 Q1	$13.3M	Buy	172,362 +19,086	+12%	+$1.49M	0.01%	629
2025 Q4	$11.9M	Buy	153,276 +30,148	+24%	+$2.36M	0.01%	643
2025 Q3	$9.62M	Buy	123,128 +14,447	+13%	+$1.12M	0.02%	567
2025 Q2	$8.41M	Buy	108,681 +38,736	+55%	+$2.95M	0.02%	539
2025 Q1	$5.36M	Buy	69,945 +11,712	+20%	+$884K	0.01%	608
2024 Q4	$4.35M	Buy	58,233 +9,150	+19%	+$696K	0.01%	650
2024 Q3	$3.85M	Buy	+49,083	New	+$3.78M	0.01%	620

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 Partners Wealth's BIV Position: Q2 2026 in Review

Focus Partners Wealth reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.7% in Q2 2026, selling an estimated $748K and leaving 162,620 shares worth $12.5M. The position accounts for 0.01% of the portfolio, ranked #645.

Focus Partners Wealth first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.3M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Focus Partners Wealth held 162,620 shares of Vanguard Intermediate-Term Bond ETF worth $12.5M as of Q2 2026.
Focus Partners Wealth sold 9,742 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $748K.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #645 holding.
Focus Partners Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $13.3M in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.