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

Platform Technology 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 		$570K Sell
7,431
-821
-10% -$63K 0.09% 169
2026
Q1 		$637K Sell
8,252
-1,593
-16% -$124K 0.12% 144
2025
Q4 		$767K Sell
9,845
-923
-9% -$72.2K 0.16% 121
2025
Q3 		$841K Sell
10,768
-1,056
-9% -$81.8K 0.2% 111
2025
Q2 		$914K Sell
11,824
-1,031
-8% -$78.5K 0.24% 102
2025
Q1 		$984K Sell
12,855
-3,344
-21% -$252K 0.29% 91
2024
Q4 		$1.21M Sell
16,199
-4,308
-21% -$328K 0.37% 71
2024
Q3 		$1.61M Sell
20,507
-3,694
-15% -$285K 0.51% 55
2024
Q2 		$1.81M Buy
+24,201
New +$1.8M 0.62% 45
2023
Q4 		$2.19M Sell
29,135
-8,449
-22% -$619K 0.85% 28
2023
Q3 		$2.72M Sell
37,584
-411
-1% -$30.4K 1.27% 15
2023
Q2 		$2.83M Buy
37,995
+2,279
+6% +$174K 1.33% 12
2023
Q1 		$2.74M Sell
35,716
-8,825
-20% -$668K 1.35% 10
2022
Q4 		$3.31M Sell
44,541
-2,194
-5% -$163K 1.71% 9
2022
Q3 		$3.43M Buy
46,735
+4,208
+10% +$326K 1.96% 5
2022
Q2 		$3.3M Buy
+42,527
New +$3.33M 1.8% 7

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Platform Technology Partners's BIV Position: Q2 2026 in Review

Platform Technology Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 9.9% in Q2 2026, selling an estimated $63K and leaving 7,431 shares worth $570K. The position accounts for 0.09% of the portfolio, ranked #169.

Platform Technology Partners first reported a position in BIV in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.43M in Q3 2022. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Platform Technology Partners held 7,431 shares of Vanguard Intermediate-Term Bond ETF worth $570K as of Q2 2026.
  • Platform Technology Partners sold 821 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $63K.
  • Vanguard Intermediate-Term Bond ETF made up 0.09% of Platform Technology Partners's portfolio in Q2 2026, its #169 holding.
  • Platform Technology Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Platform Technology Partners's Vanguard Intermediate-Term Bond ETF position peaked at $3.43M in Q3 2022.
  • 1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.