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Amicus Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Amicus Financial 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 		$2.16M Buy
28,190
+31
+0.1% +$2.38K 0.53% 33
2026
Q1 		$2.17M Buy
28,159
+2,018
+8% +$157K 0.6% 27
2025
Q4 		$2.04M Buy
+26,141
New +$2.04M 0.57% 28

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

Amicus Financial Advisors's BIV Position: Q2 2026 in Review

Amicus Financial Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.11% in Q2 2026, buying an estimated $2.38K and bringing the position to 28,190 shares worth $2.16M. The position accounts for 0.53% of the portfolio, ranked #33.

Amicus Financial Advisors first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.17M in Q1 2026. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Amicus Financial Advisors held 28,190 shares of Vanguard Intermediate-Term Bond ETF worth $2.16M as of Q2 2026.
  • Amicus Financial Advisors bought 31 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.38K.
  • Vanguard Intermediate-Term Bond ETF made up 0.53% of Amicus Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • Amicus Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Amicus Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $2.17M in Q1 2026.
  • 1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Amicus Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.