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

&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	$42.5M	Buy	554,565 +97,041	+21%	+$7.45M	0.17%	114
2026 Q1	$35.4M	Buy	457,524 +43,729	+11%	+$3.4M	0.17%	114
2025 Q4	$32.3M	Buy	413,795 +77,460	+23%	+$6.06M	0.17%	116
2025 Q3	$26.4M	Buy	336,335 +175,537	+109%	+$13.6M	0.17%	122
2025 Q2	$12.4M	Sell	160,798 -31,785	-17%	-$2.42M	0.1%	207
2025 Q1	$14.7M	Sell	192,583 -3,782	-2%	-$285K	0.16%	132
2024 Q4	$14.7M	Buy	196,365 +25,369	+15%	+$1.93M	0.18%	124
2024 Q3	$13.4M	Buy	170,996 +77,195	+82%	+$5.95M	0.26%	89
2024 Q2	$6.9M	Buy	93,801 +82,815	+754%	+$6.15M	0.3%	82
2024 Q1	$825K	Buy	10,986 +7,571	+222%	+$571K	0.11%	180
2023 Q4	$260K	Buy	+3,415	New	+$250K	0.06%	233

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

&Partners's BIV Position: Q2 2026 in Review

&Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 21% in Q2 2026, buying an estimated $7.45M and bringing the position to 554,565 shares worth $42.5M. The position accounts for 0.17% of the portfolio, ranked #114.

&Partners first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

&Partners held 554,565 shares of Vanguard Intermediate-Term Bond ETF worth $42.5M as of Q2 2026.
&Partners bought 97,041 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $7.45M.
Vanguard Intermediate-Term Bond ETF made up 0.17% of &Partners's portfolio in Q2 2026, its #114 holding.
&Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.