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

Diversify 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	$1.94M	Buy	+25,637	New	+$1.97M	0.03%	427
2026 Q1	–	Sell	-25,091	Closed	-$1.95M	–	277
2025 Q4	$1.95M	Buy	25,091 +128	+0.5%	+$10K	0.06%	230
2025 Q3	$1.94M	Buy	24,963 +4,129	+20%	+$320K	0.07%	212
2025 Q2	$1.61M	Buy	20,834 +17,869	+603%	+$1.36M	0.06%	221
2025 Q1	$228K	Sell	2,965 -4,405	-60%	-$332K	0.01%	580
2024 Q4	$545K	Buy	7,370 +3,074	+72%	+$234K	0.03%	351
2024 Q3	$328K	Buy	4,296 +1,594	+59%	+$123K	0.02%	477
2024 Q2	$203K	Buy	+2,702	New	+$201K	0.01%	605

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

Diversify Advisory Services's BIV Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 25,637 shares worth $1.94M. The stake represents 0.03% of the portfolio and ranks #427 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in BIV as recently as Q4 2025.

Diversify Advisory Services first reported a position in BIV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.95M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Diversify Advisory Services held 25,637 shares of Vanguard Intermediate-Term Bond ETF worth $1.94M as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Diversify Advisory Services position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #427 holding.
Diversify Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 8 quarters since.
Diversify Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $1.95M in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.