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 Q3	$166K	Sell	2,283 -1,611	-41%	-$121K	0.01%	512
2026 Q2	$299K	Buy	3,894 +1,554	+66%	+$119K	0.01%	286
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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's BIV Position: Q3 2026 in Review

Root Financial Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 41% in Q3 2026, selling an estimated $121K and leaving 2,283 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #512.

Root Financial Partners first reported a position in BIV in Q1 2023 and has held it in 6 quarters since. The position peaked at $333K in Q1 2023. 740 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

Root Financial Partners held 2,283 shares of Vanguard Intermediate-Term Bond ETF worth $166K as of Q3 2026.
Root Financial Partners sold 1,611 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $121K.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #512 holding.
Root Financial Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and has held it in 6 quarters since.
Root Financial Partners's Vanguard Intermediate-Term Bond ETF position peaked at $333K in Q1 2023.
740 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.