One Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

One Wealth Advisors’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	$647K	Sell	8,440 -113	-1%	-$8.68K	0.07%	142
2026 Q1	$660K	Buy	8,553 +223	+3%	+$17.4K	0.08%	136
2025 Q4	$649K	Sell	8,330 -78	-0.9%	-$6.1K	0.08%	140
2025 Q3	$657K	Sell	8,408 -418	-5%	-$32.4K	0.08%	131
2025 Q2	$683K	Buy	8,826 +754	+9%	+$57.4K	0.09%	124
2025 Q1	$618K	Sell	8,072 -526	-6%	-$39.7K	0.09%	129
2024 Q4	$643K	Buy	8,598 +910	+12%	+$69.2K	0.1%	106
2024 Q3	$603K	Buy	+7,688	New	+$593K	0.09%	115
2024 Q2	–	Sell	-7,880	Closed	-$594K	–	235
2024 Q1	$594K	Sell	7,880 -5,020	-39%	-$378K	0.1%	113
2023 Q4	$985K	Buy	12,900 +8,805	+215%	+$645K	0.19%	71
2023 Q3	$296K	Sell	4,095 -6,053	-60%	-$448K	0.07%	140
2023 Q2	$763K	Buy	10,148 +1,709	+20%	+$130K	0.16%	77
2023 Q1	$648K	Buy	8,439 +298	+4%	+$22.6K	0.15%	80
2022 Q4	$605K	Buy	+8,141	New	+$603K	0.14%	85
2022 Q2	–	Sell	-9,410	Closed	-$771K	–	190
2022 Q1	$771K	Buy	+9,410	New	+$795K	0.19%	67

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

One Wealth Advisors's BIV Position: Q2 2026 in Review

One Wealth Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.3% in Q2 2026, selling an estimated $8.68K and leaving 8,440 shares worth $647K. The position accounts for 0.07% of the portfolio, ranked #142.

One Wealth Advisors first reported a position in BIV in Q1 2022 and has held it in 15 quarters since. The position peaked at $985K in Q4 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

One Wealth Advisors held 8,440 shares of Vanguard Intermediate-Term Bond ETF worth $647K as of Q2 2026.
One Wealth Advisors sold 113 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $8.68K.
Vanguard Intermediate-Term Bond ETF made up 0.07% of One Wealth Advisors's portfolio in Q2 2026, its #142 holding.
One Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 15 quarters since.
One Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $985K in Q4 2023.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.