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 Q2	$312K	Buy	4,070 +119	+3%	+$9.14K	0.01%	302
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 $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

Quotient Wealth Partners's BIV Position: Q2 2026 in Review

Quotient Wealth Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3% in Q2 2026, buying an estimated $9.14K and bringing the position to 4,070 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #302.

Quotient Wealth Partners first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.1M in Q4 2023. 1,023 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Quotient Wealth Partners held 4,070 shares of Vanguard Intermediate-Term Bond ETF worth $312K as of Q2 2026.
Quotient Wealth Partners bought 119 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $9.14K.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #302 holding.
Quotient Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Quotient Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $16.1M in Q4 2023.
1,023 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.