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

Arbor 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
Q3 		$569K Buy
7,812
+1,700
+28% +$128K 0.35% 37
2026
Q2 		$469K Buy
6,112
+1,840
+43% +$141K 0.29% 44
2026
Q1 		$330K Buy
4,272
+12
+0.3% +$934 0.23% 48
2025
Q4 		$332K Buy
4,260
+25
+0.6% +$1.96K 0.24% 49
2025
Q3 		$331K Buy
4,235
+18
+0.4% +$1.39K 0.25% 46
2025
Q2 		$326K Buy
4,217
+1,268
+43% +$96.6K 0.26% 45
2025
Q1 		$226K Sell
2,949
-1,719
-37% -$130K 0.2% 46
2024
Q4 		$349K Buy
4,668
+347
+8% +$26.4K 0.31% 44
2024
Q3 		$339K Buy
4,321
+348
+9% +$26.8K 0.31% 39
2024
Q2 		$298K Sell
3,973
-4,109
-51% -$305K 0.29% 40
2024
Q1 		$609K Buy
8,082
+10
+0.1% +$754 0.58% 28
2023
Q4 		$617K Buy
+8,072
New +$591K 0.63% 27

Other funds holding BIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Arbor Wealth Advisors's BIV Position: Q3 2026 in Review

Arbor Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 28% in Q3 2026, buying an estimated $128K and bringing the position to 7,812 shares worth $569K. The position accounts for 0.35% of the portfolio, ranked #37.

Arbor Wealth Advisors first reported a position in BIV in Q4 2023 and has held it in 12 quarters since. The position peaked at $617K in Q4 2023. 900 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Arbor Wealth Advisors held 7,812 shares of Vanguard Intermediate-Term Bond ETF worth $569K as of Q3 2026.
  • Arbor Wealth Advisors bought 1,700 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $128K.
  • Vanguard Intermediate-Term Bond ETF made up 0.35% of Arbor Wealth Advisors's portfolio in Q3 2026, its #37 holding.
  • Arbor Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Arbor Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $617K in Q4 2023.
  • 900 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.