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

NorthRock 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	$292K	Buy	3,808 +132	+4%	+$10.1K	﹤0.01%	545
2026 Q1	$284K	Buy	3,676 +287	+8%	+$22.3K	﹤0.01%	538
2025 Q4	$264K	Sell	3,389 -80	-2%	-$6.26K	﹤0.01%	505
2025 Q3	$271K	Buy	+3,469	New	+$269K	﹤0.01%	738
2025 Q2	–	Sell	-66	Closed	-$5.05K	–	703
2025 Q1	$5.05K	Sell	66 -1,004	-94%	-$75.7K	﹤0.01%	801
2024 Q4	$80K	Buy	1,070 +1,004	+1,521%	+$76.3K	﹤0.01%	630
2024 Q3	$5.17K	Sell	66 -759	-92%	-$58.5K	﹤0.01%	783
2024 Q2	$61.8K	Sell	825 -1,474	-64%	-$110K	﹤0.01%	647
2024 Q1	$173K	Sell	2,299 -211	-8%	-$15.9K	0.01%	594
2023 Q4	$192K	Buy	+2,510	New	+$184K	0.01%	554

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

NorthRock Partners's BIV Position: Q2 2026 in Review

NorthRock Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.6% in Q2 2026, buying an estimated $10.1K and bringing the position to 3,808 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

NorthRock Partners first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. 1,023 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

NorthRock Partners held 3,808 shares of Vanguard Intermediate-Term Bond ETF worth $292K as of Q2 2026.
NorthRock Partners bought 132 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $10.1K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #545 holding.
NorthRock Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,023 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.