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CFS Investment Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

CFS Investment Advisory Services’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 		$1.11M Buy
14,489
+3,287
+29% +$252K 0.07% 187
2026
Q1 		$870K Buy
11,202
+466
+4% +$36.3K 0.06% 204
2025
Q4 		$836K Sell
10,736
-353
-3% -$27.6K 0.06% 196
2025
Q3 		$873K Sell
11,089
-1,543
-12% -$119K 0.06% 191
2025
Q2 		$977K Sell
12,632
-2,733
-18% -$208K 0.08% 175
2025
Q1 		$1.18M Buy
15,365
+5,183
+51% +$391K 0.1% 155
2024
Q4 		$761K Buy
10,182
+4,343
+74% +$330K 0.07% 178
2024
Q3 		$458K Buy
5,839
+90
+2% +$6.94K 0.04% 210
2024
Q2 		$431K Buy
+5,749
New +$427K 0.03% 189
2023
Q3 		– Sell
-6,634
Closed -$499K – 163
2023
Q2 		$499K Buy
+6,634
New +$505K 0.06% 162
2022
Q2 		– Sell
-348,321
Closed -$4K – 243
2022
Q1 		$4K Buy
+348,321
New +$29.4M 0.02% 217

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
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 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
B
BetterWealth San Jose, California $565M AUM 23.16% 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

CFS Investment Advisory Services's BIV Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 29% in Q2 2026, buying an estimated $252K and bringing the position to 14,489 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #187.

CFS Investment Advisory Services first reported a position in BIV in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.18M in Q1 2025. 293 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • CFS Investment Advisory Services held 14,489 shares of Vanguard Intermediate-Term Bond ETF worth $1.11M as of Q2 2026.
  • CFS Investment Advisory Services bought 3,287 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $252K.
  • Vanguard Intermediate-Term Bond ETF made up 0.07% of CFS Investment Advisory Services's portfolio in Q2 2026, its #187 holding.
  • CFS Investment Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 11 quarters since.
  • CFS Investment Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $1.18M in Q1 2025.
  • 293 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.