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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
Q3 		$201K Buy
2,756
+17
+0.6% +$1.28K 0.05% 237
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% +$8.9K 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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

TrueWealth Advisors's BIV Position: Q3 2026 in Review

TrueWealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.62% in Q3 2026, buying an estimated $1.28K and bringing the position to 2,756 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #237.

TrueWealth Advisors first reported a position in BIV in Q1 2021 and has held it in 23 quarters since. The position peaked at $526K in Q2 2021. 876 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • TrueWealth Advisors held 2,756 shares of Vanguard Intermediate-Term Bond ETF worth $201K as of Q3 2026.
  • TrueWealth Advisors bought 17 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $1.28K.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of TrueWealth Advisors's portfolio in Q3 2026, its #237 holding.
  • TrueWealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • TrueWealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $526K in Q2 2021.
  • 876 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.