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Franklin, Parlapiano, Turner & Welch’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Franklin, Parlapiano, Turner & Welch’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 		$37.5M Sell
488,980
-3,764
-0.8% -$289K 8.48% 4
2026
Q1 		$38.1M Buy
492,744
+8,728
+2% +$679K 9.08% 3
2025
Q4 		$37.6M Sell
484,016
-8,620
-2% -$674K 9.35% 3
2025
Q3 		$38.5M Buy
492,636
+8,085
+2% +$626K 9.72% 3
2025
Q2 		$37.5M Buy
484,551
+2,294
+0.5% +$175K 9.79% 3
2025
Q1 		$36.9M Sell
482,257
-430
-0.1% -$32.4K 9.96% 3
2024
Q4 		$36.1M Buy
482,687
+7,731
+2% +$588K 9.76% 3
2024
Q3 		$37.2M Buy
474,956
+2,603
+0.6% +$201K 9.62% 3
2024
Q2 		$35.4M Buy
472,353
+8,290
+2% +$616K 9.81% 3
2024
Q1 		$35M Buy
464,063
+1,462
+0.3% +$110K 9.62% 2
2023
Q4 		$35.3M Buy
462,601
+3,680
+0.8% +$270K 10.13% 2
2023
Q3 		$33.2M Buy
458,921
+4,368
+1% +$323K 10.3% 2
2023
Q2 		$34.2M Buy
454,553
+12,463
+3% +$949K 10.14% 2
2023
Q1 		$33.9M Sell
442,090
-312
-0.1% -$23.6K 10.8% 3
2022
Q4 		$32.9M Sell
442,402
-4,247
-1% -$315K 10.79% 2
2022
Q3 		$32.8M Buy
446,649
+11,990
+3% +$928K 11.68% 2
2022
Q2 		$33.8M Buy
434,659
+10,045
+2% +$788K 11.4% 2
2022
Q1 		$34.8M Buy
424,614
+16,437
+4% +$1.39M 10.34% 2
2021
Q4 		$35.8M Buy
408,177
+23,493
+6% +$2.08M 10.27% 2
2021
Q3 		$34.4M Buy
384,684
+25,684
+7% +$2.33M 10.8% 2
2021
Q2 		$32.3M Buy
359,000
+58,808
+20% +$5.25M 9.98% 2
2021
Q1 		$26.6M Buy
300,192
+1,594
+0.5% +$145K 8.95% 2
2020
Q4 		$27.7M Buy
298,598
+5,728
+2% +$533K 10.05% 2
2020
Q3 		$27.4M Buy
292,870
+3,825
+1% +$358K 11.05% 2
2020
Q2 		$26.9M Sell
289,045
-3,687
-1% -$337K 11.13% 2
2020
Q1 		$26.1M Sell
292,732
-20,030
-6% -$1.78M 12.01% 2
2019
Q4 		$27.3M Buy
312,762
+4,211
+1% +$369K 10.28% 2
2019
Q3 		$27.2M Buy
308,551
+2,428
+0.8% +$212K 10.56% 2
2019
Q2 		$26.5M Sell
306,123
-12,443
-4% -$1.05M 10.37% 2
2019
Q1 		$26.7M Sell
318,566
-7,222
-2% -$595K 10.55% 2
2018
Q4 		$26.5M Sell
325,788
-423
-0.1% -$33.9K 11.64% 2
2018
Q3 		$26.3M Sell
326,211
-3,126
-0.9% -$253K 10.48% 2
2018
Q2 		$26.7M Buy
329,337
+2,912
+0.9% +$235K 10.99% 2
2018
Q1 		$26.7M Sell
326,425
-1,599
-0.5% -$131K 11.38% 2
2017
Q4 		$27.5M Buy
328,024
+11,856
+4% +$999K 11.26% 2
2017
Q3 		$26.8M Buy
316,168
+19,227
+6% +$1.63M 11.49% 2
2017
Q2 		$25.1M Buy
296,941
+27,417
+10% +$2.32M 11.47% 2
2017
Q1 		$22.5M Buy
269,524
+19,849
+8% +$1.65M 10.46% 2
2016
Q4 		$20.7M Buy
249,675
+11,787
+5% +$1M 10.3% 2
2016
Q3 		$20.9M Buy
237,888
+7,520
+3% +$660K 10.6% 2
2016
Q2 		$20.3M Buy
230,368
+19,210
+9% +$1.66M 10.82% 2
2016
Q1 		$18.2M Buy
211,158
+35,334
+20% +$2.99M 10.03% 2
2015
Q4 		$14.6M Buy
175,824
+41,753
+31% +$3.51M 8.64% 2
2015
Q3 		$11.4M Buy
+134,071
New +$11.3M 7.48% 4

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's BIV Position: Q2 2026 in Review

Franklin, Parlapiano, Turner & Welch reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.76% in Q2 2026, selling an estimated $289K and leaving 488,980 shares worth $37.5M. The position accounts for 8.48% of the portfolio, ranked #4.

Franklin, Parlapiano, Turner & Welch first reported a position in BIV in Q3 2015 and has held it in 44 quarters since. The position peaked at $38.5M in Q3 2025. 309 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Franklin, Parlapiano, Turner & Welch held 488,980 shares of Vanguard Intermediate-Term Bond ETF worth $37.5M as of Q2 2026.
  • Franklin, Parlapiano, Turner & Welch sold 3,764 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $289K.
  • Vanguard Intermediate-Term Bond ETF made up 8.48% of Franklin, Parlapiano, Turner & Welch's portfolio in Q2 2026, its #4 holding.
  • Franklin, Parlapiano, Turner & Welch first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2015 and has held it in 44 quarters since.
  • Franklin, Parlapiano, Turner & Welch's Vanguard Intermediate-Term Bond ETF position peaked at $38.5M in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2026, filed 9 Jul 2026.