Independent Advisor Alliance’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Independent Advisor Alliance’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	–	Sell	-7,414	Closed	-$572K	–	1084
2026 Q1	$572K	Buy	+7,414	New	+$577K	0.01%	1057
2025 Q1	–	Sell	-17,850	Closed	-$1.33M	–	843
2024 Q4	$1.33M	Buy	+17,850	New	+$1.36M	0.02%	634
2020 Q1	–	Sell	-35,268	Closed	-$3.08M	–	456
2019 Q4	$3.08M	Buy	+35,268	New	+$3.09M	0.13%	168
2017 Q2	–	Sell	-13,734	Closed	-$1.15M	–	249
2017 Q1	$1.15M	Buy	+13,734	New	+$1.14M	0.18%	147

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

Independent Advisor Alliance's BIV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 7,414 shares — an estimated $572K sold.

Independent Advisor Alliance first reported a position in BIV in Q1 2017 and held it in 4 quarters. The position peaked at $3.08M in Q4 2019. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Independent Advisor Alliance reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 7,414 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $572K.
Independent Advisor Alliance first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's Vanguard Intermediate-Term Bond ETF position peaked at $3.08M in Q4 2019.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.