Arcadia Wealth Management (New Hampshire)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	$4.64M	Buy	60,527 +3,905	+7%	+$300K	1.46%	18
2026 Q1	$4.37M	Buy	56,622 +2,463	+5%	+$192K	1.58%	18
2025 Q4	$4.22M	Buy	54,159 +373	+0.7%	+$29.2K	1.57%	18
2025 Q3	$4.2M	Sell	53,786 -206	-0.4%	-$15.9K	1.67%	18
2025 Q2	$4.18M	Buy	53,992 +2,817	+6%	+$215K	1.83%	15
2025 Q1	$3.92M	Buy	51,175 +4,538	+10%	+$342K	1.93%	15
2024 Q4	$3.49M	Buy	46,637 +1,957	+4%	+$149K	1.76%	14
2024 Q3	$3.5M	Buy	44,680 +4,583	+11%	+$353K	1.84%	14
2024 Q2	$3M	Buy	40,097 +6,952	+21%	+$517K	1.72%	15
2024 Q1	$2.5M	Buy	33,145 +3,331	+11%	+$251K	1.54%	18
2023 Q4	$2.28M	Buy	29,814 +2,445	+9%	+$179K	1.58%	17
2023 Q3	$1.98M	Buy	27,369 +2,567	+10%	+$190K	1.54%	16
2023 Q2	$1.87M	Buy	+24,802	New	+$1.89M	1.38%	17

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

Arcadia Wealth Management (New Hampshire)'s BIV Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.9% in Q2 2026, buying an estimated $300K and bringing the position to 60,527 shares worth $4.64M. The position accounts for 1.46% of the portfolio, ranked #18.

Arcadia Wealth Management (New Hampshire) first reported a position in BIV in Q2 2023 and has held it in 13 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Arcadia Wealth Management (New Hampshire) held 60,527 shares of Vanguard Intermediate-Term Bond ETF worth $4.64M as of Q2 2026.
Arcadia Wealth Management (New Hampshire) bought 3,905 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $300K.
Vanguard Intermediate-Term Bond ETF made up 1.46% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #18 holding.
Arcadia Wealth Management (New Hampshire) first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.