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Signature Equity Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Signature Equity 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 		$31.8K Sell
414
-922
-69% -$70.8K 0.01% 534
2026
Q1 		$103K Buy
1,336
+925
+225% +$72K 0.06% 285
2025
Q4 		$32K Buy
+411
New +$32.1K 0.02% 519

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Northwestern Mutual Wealth Management
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EWA
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

Signature Equity Partners's BIV Position: Q2 2026 in Review

Signature Equity Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 69% in Q2 2026, selling an estimated $70.8K and leaving 414 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #534.

Signature Equity Partners first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $103K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Signature Equity Partners held 414 shares of Vanguard Intermediate-Term Bond ETF worth $31.8K as of Q2 2026.
  • Signature Equity Partners sold 922 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $70.8K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Signature Equity Partners's portfolio in Q2 2026, its #534 holding.
  • Signature Equity Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Signature Equity Partners's Vanguard Intermediate-Term Bond ETF position peaked at $103K in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.