HUB Investment Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

HUB Investment 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	$4.78M	Sell	62,329 -4,269	-6%	-$328K	0.09%	180
2026 Q1	$5.14M	Buy	66,598 +15,257	+30%	+$1.19M	0.12%	149
2025 Q4	$4M	Sell	51,341 -14,954	-23%	-$1.17M	0.1%	153
2025 Q3	$5.18M	Buy	66,295 +5,150	+8%	+$399K	0.17%	120
2025 Q2	$4.73M	Sell	61,145 -4,278	-7%	-$326K	0.16%	123
2025 Q1	$5.01M	Sell	65,423 -1,577	-2%	-$119K	0.2%	107
2024 Q4	$5.01M	Buy	+67,000	New	+$5.09M	0.21%	107

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

HUB Investment Partners's BIV Position: Q2 2026 in Review

HUB Investment Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.4% in Q2 2026, selling an estimated $328K and leaving 62,329 shares worth $4.78M. The position accounts for 0.09% of the portfolio, ranked #180.

HUB Investment Partners first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.18M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

HUB Investment Partners held 62,329 shares of Vanguard Intermediate-Term Bond ETF worth $4.78M as of Q2 2026.
HUB Investment Partners sold 4,269 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $328K.
Vanguard Intermediate-Term Bond ETF made up 0.09% of HUB Investment Partners's portfolio in Q2 2026, its #180 holding.
HUB Investment Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
HUB Investment Partners's Vanguard Intermediate-Term Bond ETF position peaked at $5.18M in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.