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Golden State Equity Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Golden State Equity 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 		$844K Sell
10,987
-16,224
-60% -$1.25M 2.27% 13
2026
Q1 		$2.1M Buy
27,211
+17,209
+172% +$1.34M 0.16% 150
2025
Q4 		$779K Buy
+10,002
New +$782K 0.13% 186

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Golden State Equity Partners's BIV Position: Q2 2026 in Review

Golden State Equity Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 60% in Q2 2026, selling an estimated $1.25M and leaving 10,987 shares worth $844K. The position accounts for 2.27% of the portfolio, ranked #13.

Golden State Equity Partners first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.1M in Q1 2026. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Golden State Equity Partners held 10,987 shares of Vanguard Intermediate-Term Bond ETF worth $844K as of Q2 2026.
  • Golden State Equity Partners sold 16,224 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.25M.
  • Vanguard Intermediate-Term Bond ETF made up 2.27% of Golden State Equity Partners's portfolio in Q2 2026, its #13 holding.
  • Golden State Equity Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Golden State Equity Partners's Vanguard Intermediate-Term Bond ETF position peaked at $2.1M in Q1 2026.
  • 1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.