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Summit Wealth Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Summit 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 		$246K Sell
3,212
-7
-0.2% -$537 0.04% 254
2026
Q1 		$248K Buy
3,219
+8
+0.2% +$623 0.04% 240
2025
Q4 		$250K Buy
3,211
+367
+13% +$28.7K 0.05% 180
2025
Q3 		$222K Sell
2,844
-10
-0.4% -$774 0.04% 205
2025
Q2 		$221K Buy
2,854
+49
+2% +$3.73K 0.04% 203
2025
Q1 		$215K Buy
2,805
+122
+5% +$9.2K 0.04% 199
2024
Q4 		$201K Hold
2,683
– – 0.04% 199
2024
Q3 		$210K Buy
+2,683
New +$207K 0.04% 227

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Summit Wealth Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.22% in Q2 2026, selling an estimated $537 and leaving 3,212 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #254.

Summit Wealth Partners first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $250K in Q4 2025. 568 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Summit Wealth Partners held 3,212 shares of Vanguard Intermediate-Term Bond ETF worth $246K as of Q2 2026.
  • Summit Wealth Partners sold 7 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $537.
  • Vanguard Intermediate-Term Bond ETF made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #254 holding.
  • Summit Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Summit Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $250K in Q4 2025.
  • 568 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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