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Vista Investment Partners II’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Vista Investment Partners II’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
Q1 		– Sell
-2,696
Closed -$210K – 160
2025
Q4 		$210K Sell
2,696
-256
-9% -$20K 0.09% 138
2025
Q3 		$231K Buy
+2,952
New +$229K 0.11% 120

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Vista Investment Partners II's BIV Position: Q1 2026 in Review

Vista Investment Partners II sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 2,696 shares — an estimated $210K sold.

Vista Investment Partners II first reported a position in BIV in Q3 2025 and held it in 2 quarters. The position peaked at $231K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Vista Investment Partners II reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Vista Investment Partners II sold 2,696 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $210K.
  • Vista Investment Partners II first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2025 and held it in 2 quarters.
  • Vista Investment Partners II's Vanguard Intermediate-Term Bond ETF position peaked at $231K in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Vista Investment Partners II's 13F filing for Q1 2026, filed 23 Apr 2026.