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 Q2	$225K	Sell	2,940 -248	-8%	-$19K	0.02%	349
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 $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

FourThought Financial Partners's BIV Position: Q2 2026 in Review

FourThought Financial Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.8% in Q2 2026, selling an estimated $19K and leaving 2,940 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #349.

FourThought Financial Partners first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.46M in Q2 2025. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

FourThought Financial Partners held 2,940 shares of Vanguard Intermediate-Term Bond ETF worth $225K as of Q2 2026.
FourThought Financial Partners sold 248 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $19K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of FourThought Financial Partners's portfolio in Q2 2026, its #349 holding.
FourThought Financial Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
FourThought Financial Partners's Vanguard Intermediate-Term Bond ETF position peaked at $1.46M in Q2 2025.
1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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