WIP
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WealthCare Investment Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

WealthCare Investment 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 		$773K Buy
10,081
+379
+4% +$29.1K 0.19% 98
2026
Q1 		$748K Sell
9,702
-206
-2% -$16K 0.21% 93
2025
Q4 		$771K Buy
9,908
+266
+3% +$20.8K 0.22% 88
2025
Q3 		$753K Buy
9,642
+142
+1% +$11K 0.24% 85
2025
Q2 		$729K Buy
9,500
+96
+1% +$7.31K 0.26% 79
2025
Q1 		$711K Buy
9,404
+3,225
+52% +$243K 0.3% 69
2024
Q4 		$462K Buy
6,179
+224
+4% +$17K 0.2% 97
2024
Q3 		$459K Buy
5,955
+1,293
+28% +$99.7K 0.2% 95
2024
Q2 		$349K Buy
4,662
+710
+18% +$52.8K 0.16% 100
2024
Q1 		$298K Buy
3,952
+645
+20% +$48.6K 0.14% 103
2023
Q4 		$251K Buy
3,307
+15
+0.5% +$1.1K 0.14% 111
2023
Q3 		$236K Buy
3,292
+38
+1% +$2.81K 0.14% 102
2023
Q2 		$242K Buy
3,254
+31
+1% +$2.36K 0.15% 102
2023
Q1 		$247K Sell
3,223
-142
-4% -$10.8K 0.15% 105
2022
Q4 		$250K Sell
3,365
-939
-22% -$69.6K 0.17% 99
2022
Q3 		$316K Buy
4,304
+273
+7% +$21.1K 0.26% 81
2022
Q2 		$313K Sell
4,031
-54
-1% -$4.23K 0.27% 78
2022
Q1 		$327K Buy
4,085
+65
+2% +$5.49K 0.29% 73
2021
Q4 		$352K Buy
+4,020
New +$357K 0.34% 69

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

WealthCare Investment Partners's BIV Position: Q2 2026 in Review

WealthCare Investment Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.9% in Q2 2026, buying an estimated $29.1K and bringing the position to 10,081 shares worth $773K. The position accounts for 0.19% of the portfolio, ranked #98.

WealthCare Investment Partners first reported a position in BIV in Q4 2021 and has held it in 19 quarters since. 1,023 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • WealthCare Investment Partners held 10,081 shares of Vanguard Intermediate-Term Bond ETF worth $773K as of Q2 2026.
  • WealthCare Investment Partners bought 379 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $29.1K.
  • Vanguard Intermediate-Term Bond ETF made up 0.19% of WealthCare Investment Partners's portfolio in Q2 2026, its #98 holding.
  • WealthCare Investment Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.