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TrueWealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

TrueWealth Advisors’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 		$210K Sell
2,739
-2
-0.1% -$154 0.05% 231
2026
Q1 		$212K Sell
2,741
-227
-8% -$17.7K 0.05% 227
2025
Q4 		$231K Sell
2,968
-307
-9% -$24K 0.06% 218
2025
Q3 		$256K Sell
3,275
-13
-0.4% -$1.01K 0.07% 197
2025
Q2 		$254K Sell
3,288
-42
-1% -$3.2K 0.08% 193
2025
Q1 		$255K Sell
3,330
-354
-10% -$26.7K 0.08% 187
2024
Q4 		$275K Buy
3,684
+117
+3% +$8.89K 0.09% 180
2024
Q3 		$280K Sell
3,567
-737
-17% -$56.8K 0.09% 183
2024
Q2 		$322K Buy
4,304
+484
+13% +$36K 0.12% 137
2024
Q1 		$288K Sell
3,820
-150
-4% -$11.3K 0.11% 158
2023
Q4 		$303K Sell
3,970
-54
-1% -$3.96K 0.12% 142
2023
Q3 		$291K Sell
4,024
-48
-1% -$3.55K 0.12% 134
2023
Q2 		$306K Sell
4,072
-183
-4% -$13.9K 0.13% 127
2023
Q1 		$327K Sell
4,255
-251
-6% -$19K 0.14% 121
2022
Q4 		$335K Sell
4,506
-744
-14% -$55.1K 0.15% 122
2022
Q3 		$386K Sell
5,250
-160
-3% -$12.4K 0.18% 93
2022
Q2 		$420K Sell
5,410
-368
-6% -$28.9K 0.2% 93
2022
Q1 		$506K Hold
5,778
– – 0.23% 92
2021
Q4 		$506K Buy
5,778
+800
+16% +$71K 0.23% 92
2021
Q3 		$445K Sell
4,978
-870
-15% -$78.8K 0.25% 78
2021
Q2 		$526K Buy
5,848
+220
+4% +$19.6K 0.31% 65
2021
Q1 		$502K Buy
+5,628
New +$511K 0.33% 64

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TrueWealth Advisors's BIV Position: Q2 2026 in Review

TrueWealth Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.07% in Q2 2026, selling an estimated $154 and leaving 2,739 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #231.

TrueWealth Advisors first reported a position in BIV in Q1 2021 and has held it in 22 quarters since. The position peaked at $526K in Q2 2021. 300 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • TrueWealth Advisors held 2,739 shares of Vanguard Intermediate-Term Bond ETF worth $210K as of Q2 2026.
  • TrueWealth Advisors sold 2 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $154.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of TrueWealth Advisors's portfolio in Q2 2026, its #231 holding.
  • TrueWealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • TrueWealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $526K in Q2 2021.
  • 300 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.