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

Invenio 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	–	Sell	-23,906	Closed	-$1.85M	–	90
2026 Q1	$1.85M	Buy	23,906 +901	+4%	+$70.1K	0.73%	25
2025 Q4	$1.79M	Sell	23,005 -280	-1%	-$21.9K	0.67%	27
2025 Q3	$1.82M	Buy	23,285 +2,171	+10%	+$168K	0.66%	28
2025 Q2	$1.63M	Buy	21,114 +105	+0.5%	+$8K	0.65%	28
2025 Q1	$1.61M	Sell	21,009 -966	-4%	-$72.9K	0.68%	26
2024 Q4	$1.64M	Buy	21,975 +2,888	+15%	+$220K	0.69%	28
2024 Q3	$1.5M	Sell	19,087 -862	-4%	-$66.5K	0.65%	28
2024 Q2	$1.49M	Buy	19,949 +1,131	+6%	+$84K	0.74%	27
2024 Q1	$1.42M	Buy	18,818 +3,714	+25%	+$280K	0.76%	26
2023 Q4	$1.15M	Buy	15,104 +8,450	+127%	+$619K	0.83%	30
2023 Q3	$481K	Buy	+6,654	New	+$492K	0.44%	44

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

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

Invenio Wealth Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 23,906 shares — an estimated $1.85M sold.

Invenio Wealth Partners first reported a position in BIV in Q3 2023 and held it in 11 quarters. The position peaked at $1.85M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Invenio Wealth Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Invenio Wealth Partners sold 23,906 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.85M.
Invenio Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and held it in 11 quarters.
Invenio Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $1.85M in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.