FourThought Financial Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

FourThought Financial Partners’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 Q1	$246K	Sell	3,188 -5,754	-64%	-$448K	0.02%	312
2025 Q4	$696K	Sell	8,942 -6,772	-43%	-$530K	0.06%	172
2025 Q3	$1.23M	Sell	15,714 -3,115	-17%	-$241K	0.11%	121
2025 Q2	$1.46M	Hold	18,829	–	–	0.14%	113
2025 Q1	$1.44M	Buy	18,829 +2,290	+14%	+$173K	0.15%	112
2024 Q4	$1.24M	Sell	16,539 -6	-0%	-$456	0.13%	119
2024 Q3	$1.3M	Hold	16,545	–	–	0.15%	99
2024 Q2	$1.24M	Hold	16,545	–	–	0.16%	96
2024 Q1	$1.25M	Hold	16,545	–	–	0.14%	112
2023 Q4	$1.26M	Buy	16,545 +7,543	+84%	+$552K	0.16%	107
2023 Q3	$651K	Hold	9,002	–	–	0.09%	157
2023 Q2	$677K	Hold	9,002	–	–	0.09%	155
2023 Q1	$691K	Hold	9,002	–	–	0.09%	151
2022 Q4	$669K	Buy	+9,002	New	+$667K	0.1%	158

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FourThought Financial Partners's BIV Position: Q1 2026 in Review

FourThought Financial Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 64% in Q1 2026, selling an estimated $448K and leaving 3,188 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #312.

FourThought Financial Partners first reported a position in BIV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.46M in Q2 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

FourThought Financial Partners held 3,188 shares of Vanguard Intermediate-Term Bond ETF worth $246K as of Q1 2026.
FourThought Financial Partners sold 5,754 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $448K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of FourThought Financial Partners's portfolio in Q1 2026, its #312 holding.
FourThought Financial Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
FourThought Financial Partners's Vanguard Intermediate-Term Bond ETF position peaked at $1.46M in Q2 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.