Ameritas Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ameritas Advisory Services’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	$15.2M	Buy	197,875 +86,301	+77%	+$6.63M	0.31%	82
2026 Q1	$8.61M	Sell	111,574 -38,033	-25%	-$2.96M	0.33%	77
2025 Q4	$11.7M	Buy	149,607 +139,968	+1,452%	+$10.9M	0.43%	54
2025 Q3	$753K	Sell	9,639 -9,953	-51%	-$771K	0.05%	300
2025 Q2	$1.52M	Sell	19,592 -1,572	-7%	-$120K	0.08%	251
2025 Q1	$1.6M	Sell	21,164 -24,658	-54%	-$1.86M	0.06%	277
2024 Q4	$3.42M	Buy	45,822 +25,483	+125%	+$1.94M	0.12%	165
2024 Q3	$1.59M	Sell	20,339 -51,165	-72%	-$3.94M	0.07%	278
2024 Q2	$5.35M	Buy	71,504 +39,035	+120%	+$2.9M	0.2%	104
2024 Q1	$2.43M	Sell	32,469 -172,997	-84%	-$13M	0.1%	201
2023 Q4	$15.7M	Buy	205,466 +180,218	+714%	+$13.2M	0.86%	23
2023 Q3	$1.8M	Buy	25,248 +11,210	+80%	+$829K	0.09%	220
2023 Q2	$1.04M	Sell	14,038 -7,818	-36%	-$595K	0.13%	170
2023 Q1	$1.68M	Buy	21,856 +726	+3%	+$55K	0.08%	220
2022 Q4	$1.57M	Buy	21,130 +7,084	+50%	+$525K	0.07%	259
2022 Q3	$1.03M	Buy	14,046 +3,231	+30%	+$250K	0.06%	274
2022 Q2	$840K	Sell	10,815 -9,344	-46%	-$733K	0.05%	326
2022 Q1	$1.65M	Sell	20,159 -212,654	-91%	-$18M	0.06%	242
2021 Q4	$20.4M	Buy	+232,813	New	+$20.7M	0.75%	29

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameritas Advisory Services's BIV Position: Q2 2026 in Review

Ameritas Advisory Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 77% in Q2 2026, buying an estimated $6.63M and bringing the position to 197,875 shares worth $15.2M. The position accounts for 0.31% of the portfolio, ranked #82.

Ameritas Advisory Services first reported a position in BIV in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.4M in Q4 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Ameritas Advisory Services held 197,875 shares of Vanguard Intermediate-Term Bond ETF worth $15.2M as of Q2 2026.
Ameritas Advisory Services bought 86,301 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $6.63M.
Vanguard Intermediate-Term Bond ETF made up 0.31% of Ameritas Advisory Services's portfolio in Q2 2026, its #82 holding.
Ameritas Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $20.4M in Q4 2021.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.