Thrive Capital Management (Pennsylvania)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Thrive Capital Management (Pennsylvania)’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	$451K	Sell	5,876 -1,244	-17%	-$95.5K	0.09%	133
2026 Q1	$550K	Sell	7,120 -2,153	-23%	-$168K	0.12%	126
2025 Q4	$722K	Buy	9,273 +3,238	+54%	+$253K	0.16%	114
2025 Q3	$471K	Buy	6,035 +1,687	+39%	+$131K	0.12%	132
2025 Q2	$336K	Buy	+4,348	New	+$331K	0.11%	140
2024 Q4	–	Sell	-2,606	Closed	-$204K	–	104
2024 Q3	$204K	Buy	+2,606	New	+$201K	0.1%	175

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s BIV Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 17% in Q2 2026, selling an estimated $95.5K and leaving 5,876 shares worth $451K. The position accounts for 0.09% of the portfolio, ranked #133.

Thrive Capital Management (Pennsylvania) first reported a position in BIV in Q3 2024 and has held it in 6 quarters since. The position peaked at $722K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Thrive Capital Management (Pennsylvania) held 5,876 shares of Vanguard Intermediate-Term Bond ETF worth $451K as of Q2 2026.
Thrive Capital Management (Pennsylvania) sold 1,244 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $95.5K.
Vanguard Intermediate-Term Bond ETF made up 0.09% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #133 holding.
Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 6 quarters since.
Thrive Capital Management (Pennsylvania)'s Vanguard Intermediate-Term Bond ETF position peaked at $722K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.