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Torrey-Payne Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Torrey-Payne Wealth Management’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 		$221K Buy
2,881
+260
+10% +$20K 0.18% 38
2026
Q1 		$202K Sell
2,621
-400
-13% -$31.1K 0.19% 40
2025
Q4 		$235K Buy
+3,021
New +$236K 0.21% 36

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

Torrey-Payne Wealth Management's BIV Position: Q2 2026 in Review

Torrey-Payne Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 9.9% in Q2 2026, buying an estimated $20K and bringing the position to 2,881 shares worth $221K. The position accounts for 0.18% of the portfolio, ranked #38.

Torrey-Payne Wealth Management first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $235K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Torrey-Payne Wealth Management held 2,881 shares of Vanguard Intermediate-Term Bond ETF worth $221K as of Q2 2026.
  • Torrey-Payne Wealth Management bought 260 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $20K.
  • Vanguard Intermediate-Term Bond ETF made up 0.18% of Torrey-Payne Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Torrey-Payne Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Torrey-Payne Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $235K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Torrey-Payne Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.