Parr McKnight Wealth Management Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Parr McKnight Wealth Management Group’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	$4.22M	Buy	54,976 +3,467	+7%	+$266K	0.5%	56
2026 Q1	$3.98M	Buy	51,509 +4,664	+10%	+$363K	0.52%	58
2025 Q4	$3.65M	Buy	46,845 +6,050	+15%	+$473K	0.48%	69
2025 Q3	$3.19M	Buy	40,795 +3,817	+10%	+$296K	0.42%	77
2025 Q2	$2.86M	Buy	36,978 +5,220	+16%	+$398K	0.39%	82
2025 Q1	$2.43M	Buy	+31,758	New	+$2.4M	0.35%	92

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Parr McKnight Wealth Management Group's BIV Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.7% in Q2 2026, buying an estimated $266K and bringing the position to 54,976 shares worth $4.22M. The position accounts for 0.5% of the portfolio, ranked #56.

Parr McKnight Wealth Management Group first reported a position in BIV in Q1 2025 and has held it in 6 quarters since. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Parr McKnight Wealth Management Group held 54,976 shares of Vanguard Intermediate-Term Bond ETF worth $4.22M as of Q2 2026.
Parr McKnight Wealth Management Group bought 3,467 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $266K.
Vanguard Intermediate-Term Bond ETF made up 0.5% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #56 holding.
Parr McKnight Wealth Management Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.