Omni 360 Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Omni 360 Wealth’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	$266K	Sell	3,472 -65	-2%	-$4.99K	0.12%	119
2026 Q1	$273K	Sell	3,537 -180	-5%	-$14K	0.14%	112
2025 Q4	$290K	Buy	3,717 +24	+0.6%	+$1.88K	0.15%	110
2025 Q3	$288K	Buy	3,693 +129	+4%	+$9.99K	0.16%	101
2025 Q2	$276K	Sell	3,564 -182	-5%	-$13.9K	0.17%	98
2025 Q1	$287K	Buy	3,746 +722	+24%	+$54.5K	0.19%	87
2024 Q4	$226K	Sell	3,024 -252	-8%	-$19.2K	0.15%	106
2024 Q3	$257K	Sell	3,276 -735	-18%	-$56.7K	0.18%	102
2024 Q2	$300K	Sell	4,011 -354	-8%	-$26.3K	0.23%	89
2024 Q1	$329K	Sell	4,365 -495	-10%	-$37.3K	0.27%	77
2023 Q4	$371K	Buy	+4,860	New	+$356K	0.35%	66

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

Omni 360 Wealth's BIV Position: Q2 2026 in Review

Omni 360 Wealth reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.8% in Q2 2026, selling an estimated $4.99K and leaving 3,472 shares worth $266K. The position accounts for 0.12% of the portfolio, ranked #119.

Omni 360 Wealth first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $371K in Q4 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Omni 360 Wealth held 3,472 shares of Vanguard Intermediate-Term Bond ETF worth $266K as of Q2 2026.
Omni 360 Wealth sold 65 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $4.99K.
Vanguard Intermediate-Term Bond ETF made up 0.12% of Omni 360 Wealth's portfolio in Q2 2026, its #119 holding.
Omni 360 Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Omni 360 Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $371K in Q4 2023.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.