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

Southland 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 		$483K Sell
6,298
-692
-10% -$53.1K 0.08% 172
2026
Q1 		$539K Buy
6,990
+33
+0.5% +$2.57K 0.11% 138
2025
Q4 		$542K Buy
6,957
+114
+2% +$8.91K 0.11% 135
2025
Q3 		$534K Sell
6,843
-244
-3% -$18.9K 0.11% 131
2025
Q2 		$548K Buy
7,087
+154
+2% +$11.7K 0.12% 117
2025
Q1 		$531K Buy
6,933
+4
+0.1% +$302 0.12% 116
2024
Q4 		$518K Buy
6,929
+76
+1% +$5.78K 0.12% 118
2024
Q3 		$537K Sell
6,853
-113
-2% -$8.71K 0.13% 111
2024
Q2 		$522K Buy
6,966
+17
+0.2% +$1.26K 0.15% 92
2024
Q1 		$524K Sell
6,949
-88
-1% -$6.63K 0.15% 96
2023
Q4 		$538K Sell
7,037
-121
-2% -$8.86K 0.17% 86
2023
Q3 		$518K Sell
7,158
-967
-12% -$71.5K 0.18% 80
2023
Q2 		$611K Buy
8,125
+3
+0% +$228 0.21% 72
2023
Q1 		$623K Sell
8,122
-57
-0.7% -$4.32K 0.24% 68
2022
Q4 		$608K Sell
8,179
-2,169
-21% -$161K 0.23% 63
2022
Q3 		$760K Sell
10,348
-4,171
-29% -$323K 0.37% 47
2022
Q2 		$1.13M Sell
14,519
-60
-0.4% -$4.71K 0.51% 42
2022
Q1 		$1.19M Buy
14,579
+1,324
+10% +$112K 0.5% 41
2021
Q4 		$1.16M Sell
13,255
-917
-6% -$81.4K 0.48% 40
2021
Q3 		$1.27M Sell
14,172
-1,521
-10% -$138K 0.58% 38
2021
Q2 		$1.41M Buy
15,693
+1,857
+13% +$166K 0.67% 34
2021
Q1 		$1.23M Buy
13,836
+3,190
+30% +$290K 0.7% 31
2020
Q4 		$988K Buy
+10,646
New +$991K 0.67% 34

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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

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

Southland Equity Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 9.9% in Q2 2026, selling an estimated $53.1K and leaving 6,298 shares worth $483K. The position accounts for 0.08% of the portfolio, ranked #172.

Southland Equity Partners first reported a position in BIV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.41M in Q2 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Southland Equity Partners held 6,298 shares of Vanguard Intermediate-Term Bond ETF worth $483K as of Q2 2026.
  • Southland Equity Partners sold 692 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $53.1K.
  • Vanguard Intermediate-Term Bond ETF made up 0.08% of Southland Equity Partners's portfolio in Q2 2026, its #172 holding.
  • Southland Equity Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Southland Equity Partners's Vanguard Intermediate-Term Bond ETF position peaked at $1.41M in Q2 2021.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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