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

Gateway Wealth 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	$453K	Sell	5,907 -6,331	-52%	-$486K	0.03%	494
2026 Q1	$945K	Buy	+12,238	New	+$953K	0.04%	387
2025 Q4	–	Sell	-2,692	Closed	-$210K	–	460
2025 Q3	$210K	Sell	2,692 -4,358	-62%	-$337K	0.03%	389
2025 Q2	$545K	Sell	7,050 -921	-12%	-$70.1K	0.1%	190
2025 Q1	$610K	Buy	7,971 +1,953	+32%	+$147K	0.14%	155
2024 Q4	$450K	Sell	6,018 -255	-4%	-$19.4K	0.12%	180
2024 Q3	$492K	Buy	+6,273	New	+$484K	0.14%	152

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

Gateway Wealth Partners's BIV Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 52% in Q2 2026, selling an estimated $486K and leaving 5,907 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #494.

Gateway Wealth Partners first reported a position in BIV in Q3 2024 and has held it in 7 quarters since. The position peaked at $945K in Q1 2026. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Gateway Wealth Partners held 5,907 shares of Vanguard Intermediate-Term Bond ETF worth $453K as of Q2 2026.
Gateway Wealth Partners sold 6,331 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $486K.
Vanguard Intermediate-Term Bond ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #494 holding.
Gateway Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 7 quarters since.
Gateway Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $945K in Q1 2026.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.