Fourth Dimension Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Fourth Dimension 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	$320K	Sell	4,168 -42	-1%	-$3.22K	0.1%	131
2026 Q1	$325K	Sell	4,210 -601	-12%	-$46.8K	0.12%	107
2025 Q4	$375K	Buy	4,811 +2	+0%	+$156	0.14%	93
2025 Q3	$376K	Sell	4,809 -425	-8%	-$32.9K	0.14%	89
2025 Q2	$405K	Sell	5,234 -1,724	-25%	-$131K	0.17%	83
2025 Q1	$533K	Sell	6,958 -208	-3%	-$15.7K	0.26%	68
2024 Q4	$536K	Buy	+7,166	New	+$545K	0.28%	60

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

Fourth Dimension Wealth's BIV Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1% in Q2 2026, selling an estimated $3.22K and leaving 4,168 shares worth $320K. The position accounts for 0.1% of the portfolio, ranked #131.

Fourth Dimension Wealth first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $536K in Q4 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Fourth Dimension Wealth held 4,168 shares of Vanguard Intermediate-Term Bond ETF worth $320K as of Q2 2026.
Fourth Dimension Wealth sold 42 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $3.22K.
Vanguard Intermediate-Term Bond ETF made up 0.1% of Fourth Dimension Wealth's portfolio in Q2 2026, its #131 holding.
Fourth Dimension Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $536K in Q4 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.