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Twin Peaks Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Twin Peaks Wealth 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 		– Sell
-3,166
Closed -$244K – 467
2026
Q1 		$244K Buy
+3,166
New +$246K 0.06% 160

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

Twin Peaks Wealth Advisors's BIV Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 3,166 shares — an estimated $244K sold.

Twin Peaks Wealth Advisors first reported a position in BIV in Q1 2026 and held it in 1 quarter. The position peaked at $244K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 3,166 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $244K.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $244K in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.