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

Root Financial 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	$181K	Buy	2,340 +1,685	+257%	+$131K	0.01%	362
2025 Q4	$51K	Sell	655 -882	-57%	-$69K	﹤0.01%	703
2025 Q3	$120K	Buy	+1,537	New	+$119K	0.01%	388
2023 Q2	–	Sell	-4,339	Closed	-$333K	–	64
2023 Q1	$333K	Buy	+4,339	New	+$329K	0.24%	50

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

Root Financial Partners's BIV Position: Q1 2026 in Review

Root Financial Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 257% in Q1 2026, buying an estimated $131K and bringing the position to 2,340 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #362.

Root Financial Partners first reported a position in BIV in Q1 2023 and has held it in 4 quarters since. The position peaked at $333K in Q1 2023. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Root Financial Partners held 2,340 shares of Vanguard Intermediate-Term Bond ETF worth $181K as of Q1 2026.
Root Financial Partners bought 1,685 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $131K.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #362 holding.
Root Financial Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and has held it in 4 quarters since.
Root Financial Partners's Vanguard Intermediate-Term Bond ETF position peaked at $333K in Q1 2023.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.