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

Barnes Pettey 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	$708K	Buy	9,234 +48	+0.5%	+$3.69K	0.22%	86
2026 Q1	$709K	Hold	9,186	–	–	0.31%	68
2025 Q4	$715K	Hold	9,186	–	–	0.35%	62
2025 Q3	$717K	Buy	9,186 +143	+2%	+$11.1K	0.39%	52
2025 Q2	$699K	Buy	9,043 +32	+0.4%	+$2.44K	0.47%	46
2025 Q1	$690K	Sell	9,011 -72	-0.8%	-$5.43K	0.54%	43
2024 Q4	$679K	Buy	9,083 +4,743	+109%	+$361K	0.52%	40
2024 Q3	$340K	Buy	+4,340	New	+$335K	0.27%	64

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Barnes Pettey Financial Advisors's BIV Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.52% in Q2 2026, buying an estimated $3.69K and bringing the position to 9,234 shares worth $708K. The position accounts for 0.22% of the portfolio, ranked #86.

Barnes Pettey Financial Advisors first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $717K in Q3 2025. 698 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Barnes Pettey Financial Advisors held 9,234 shares of Vanguard Intermediate-Term Bond ETF worth $708K as of Q2 2026.
Barnes Pettey Financial Advisors bought 48 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $3.69K.
Vanguard Intermediate-Term Bond ETF made up 0.22% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #86 holding.
Barnes Pettey Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
Barnes Pettey Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $717K in Q3 2025.
698 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.