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

TritonPoint Wealth’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	$4.71M	Sell	61,468 -1,882	-3%	-$144K	0.46%	49
2026 Q1	$4.89M	Buy	+63,350	New	+$4.93M	0.52%	49
2025 Q4	–	Sell	-62,310	Closed	-$4.87M	–	283
2025 Q3	$4.87M	Sell	62,310 -895	-1%	-$69.3K	0.42%	63
2025 Q2	$4.89M	Sell	63,205 -1,597	-2%	-$122K	0.45%	58
2025 Q1	$4.96M	Buy	64,802 +3	+0%	+$226	0.47%	55
2024 Q4	$4.84M	Buy	64,799 +665	+1%	+$50.6K	0.44%	61
2024 Q3	$5.04M	Buy	64,134 +6,429	+11%	+$496K	0.46%	61
2024 Q2	$4.32M	Buy	57,705 +2,215	+4%	+$165K	0.42%	65
2024 Q1	$8.15M	Sell	55,490 -51,336	-48%	-$3.87M	0.85%	28
2023 Q4	$8.16M	Buy	+106,826	New	+$7.82M	0.8%	30

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

TritonPoint Wealth's BIV Position: Q2 2026 in Review

TritonPoint Wealth reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3% in Q2 2026, selling an estimated $144K and leaving 61,468 shares worth $4.71M. The position accounts for 0.46% of the portfolio, ranked #49.

TritonPoint Wealth first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.16M in Q4 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

TritonPoint Wealth held 61,468 shares of Vanguard Intermediate-Term Bond ETF worth $4.71M as of Q2 2026.
TritonPoint Wealth sold 1,882 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $144K.
Vanguard Intermediate-Term Bond ETF made up 0.46% of TritonPoint Wealth's portfolio in Q2 2026, its #49 holding.
TritonPoint Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $8.16M in Q4 2023.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.