Maripau Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Maripau Wealth Management’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 Q1	$410K	Sell	5,316 -47	-0.9%	-$3.66K	0.18%	100
2025 Q4	$418K	Sell	5,363 -105	-2%	-$8.21K	0.19%	99
2025 Q3	$427K	Sell	5,468 -345	-6%	-$26.7K	0.21%	84
2025 Q2	$449K	Buy	5,813 +156	+3%	+$11.9K	0.23%	93
2025 Q1	$433K	Sell	5,657 -709	-11%	-$53.5K	0.25%	88
2024 Q4	$476K	Buy	+6,366	New	+$484K	0.28%	75
2024 Q3	–	Sell	-8,541	Closed	-$640K	–	59
2024 Q2	$640K	Sell	8,541 -328	-4%	-$24.4K	0.44%	54
2024 Q1	$669K	Sell	8,869 -262	-3%	-$19.7K	0.5%	49
2023 Q4	$697K	Sell	9,131 -305	-3%	-$22.3K	0.61%	37
2023 Q3	$682K	Sell	9,436 -244	-3%	-$18K	0.63%	38
2023 Q2	$728K	Sell	9,680 -46	-0.5%	-$3.5K	0.65%	34
2023 Q1	$746K	Buy	9,726 +6	+0.1%	+$454	0.78%	30
2022 Q4	$750K	Buy	9,720 +541	+6%	+$40.1K	0.78%	34
2022 Q3	$668K	Buy	9,179 +1,524	+20%	+$118K	0.72%	38
2022 Q2	$612K	Sell	7,655 -145	-2%	-$11.4K	0.66%	35
2022 Q1	$613K	Buy	7,800 +246	+3%	+$20.8K	0.55%	42
2021 Q4	$634K	Buy	+7,554	New	+$670K	0.6%	39

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Maripau Wealth Management's BIV Position: Q1 2026 in Review

Maripau Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.88% in Q1 2026, selling an estimated $3.66K and leaving 5,316 shares worth $410K. The position accounts for 0.18% of the portfolio, ranked #100.

Maripau Wealth Management first reported a position in BIV in Q4 2021 and has held it in 17 quarters since. The position peaked at $750K in Q4 2022. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Maripau Wealth Management held 5,316 shares of Vanguard Intermediate-Term Bond ETF worth $410K as of Q1 2026.
Maripau Wealth Management sold 47 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $3.66K.
Vanguard Intermediate-Term Bond ETF made up 0.18% of Maripau Wealth Management's portfolio in Q1 2026, its #100 holding.
Maripau Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 17 quarters since.
Maripau Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $750K in Q4 2022.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.