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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
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

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Arbor Wealth Advisors's BIV Position: Q2 2026 in Review

Arbor Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 43% in Q2 2026, buying an estimated $141K and bringing the position to 6,112 shares worth $469K. The position accounts for 0.29% of the portfolio, ranked #44.

Arbor Wealth Advisors first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $617K in Q4 2023. 191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Arbor Wealth Advisors held 6,112 shares of Vanguard Intermediate-Term Bond ETF worth $469K as of Q2 2026.
  • Arbor Wealth Advisors bought 1,840 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $141K.
  • Vanguard Intermediate-Term Bond ETF made up 0.29% of Arbor Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Arbor Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Arbor Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $617K in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.