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

Quotient Wealth 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 Q1	$305K	Sell	3,951 -32	-0.8%	-$2.49K	0.01%	283
2025 Q4	$310K	Buy	3,983 +99	+3%	+$7.74K	0.01%	270
2025 Q3	$303K	Sell	3,884 -483	-11%	-$37.4K	0.01%	273
2025 Q2	$338K	Buy	4,367 +162	+4%	+$12.3K	0.01%	252
2025 Q1	$322K	Sell	4,205 -603	-13%	-$45.5K	0.01%	243
2024 Q4	$359K	Sell	4,808 -1,308	-21%	-$99.4K	0.01%	221
2024 Q3	$479K	Sell	6,116 -2,972	-33%	-$229K	0.02%	175
2024 Q2	$681K	Sell	9,088 -36,769	-80%	-$2.73M	0.02%	133
2024 Q1	$3.46M	Sell	45,857 -165,201	-78%	-$12.5M	0.12%	52
2023 Q4	$16.1M	Buy	+211,058	New	+$15.5M	0.63%	27

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Quotient Wealth Partners's BIV Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.8% in Q1 2026, selling an estimated $2.49K and leaving 3,951 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #283.

Quotient Wealth Partners first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.1M in Q4 2023. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Quotient Wealth Partners held 3,951 shares of Vanguard Intermediate-Term Bond ETF worth $305K as of Q1 2026.
Quotient Wealth Partners sold 32 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $2.49K.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #283 holding.
Quotient Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $16.1M in Q4 2023.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.