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

TrueWealth Financial Partners’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 		$1.24M Sell
16,104
-1,080
-6% -$82.9K 0.51% 19
2026
Q1 		$1.33M Buy
+17,184
New +$1.34M 0.53% 21
2025
Q4 		– Sell
-19,920
Closed -$1.56M – 53
2025
Q3 		$1.56M Sell
19,920
-60,006
-75% -$4.65M 0.79% 18
2025
Q2 		$6.18M Sell
79,926
-24,946
-24% -$1.9M 3.41% 13
2025
Q1 		$8.03M Sell
104,872
-20,773
-17% -$1.57M 4.85% 10
2024
Q4 		$9.39M Buy
125,645
+1,169
+0.9% +$88.9K 5.83% 9
2024
Q3 		$9.76M Buy
124,476
+10,824
+10% +$835K 5.87% 9
2024
Q2 		$8.51M Buy
113,652
+14,001
+14% +$1.04M 5.49% 9
2024
Q1 		$7.51M Buy
99,651
+4,514
+5% +$340K 5.27% 9
2023
Q4 		$7.27M Buy
95,137
+1,019
+1% +$74.6K 5.52% 9
2023
Q3 		$6.81M Buy
94,118
+4,226
+5% +$313K 5.6% 9
2023
Q2 		$6.76M Buy
89,892
+2,576
+3% +$196K 5.59% 9
2023
Q1 		$6.7M Buy
87,316
+10,505
+14% +$796K 5.78% 9
2022
Q4 		$5.71M Buy
76,811
+4,390
+6% +$325K 5.53% 9
2022
Q3 		$5.32M Buy
72,421
+5,518
+8% +$427K 5.78% 10
2022
Q2 		$5.2M Buy
66,903
+3,208
+5% +$252K 5.45% 10
2022
Q1 		$5.22M Buy
63,695
+1,618
+3% +$137K 5.02% 10
2021
Q4 		$5.44M Buy
+62,077
New +$5.51M 5.32% 9

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

TrueWealth Financial Partners's BIV Position: Q2 2026 in Review

TrueWealth Financial Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.3% in Q2 2026, selling an estimated $82.9K and leaving 16,104 shares worth $1.24M. The position accounts for 0.51% of the portfolio, ranked #19.

TrueWealth Financial Partners first reported a position in BIV in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.76M in Q3 2024. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • TrueWealth Financial Partners held 16,104 shares of Vanguard Intermediate-Term Bond ETF worth $1.24M as of Q2 2026.
  • TrueWealth Financial Partners sold 1,080 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $82.9K.
  • Vanguard Intermediate-Term Bond ETF made up 0.51% of TrueWealth Financial Partners's portfolio in Q2 2026, its #19 holding.
  • TrueWealth Financial Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • TrueWealth Financial Partners's Vanguard Intermediate-Term Bond ETF position peaked at $9.76M in Q3 2024.
  • 1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.