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Dynamic Advisor Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Dynamic Advisor Solutions’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 		$1.69M Sell
22,084
-18,585
-46% -$1.43M 0.05% 371
2026
Q1 		$3.14M Sell
40,669
-36
-0.1% -$2.8K 0.1% 221
2025
Q4 		$3.17M Buy
40,705
+353
+0.9% +$27.6K 0.1% 207
2025
Q3 		$3.15M Buy
40,352
+19,464
+93% +$1.51M 0.09% 230
2025
Q2 		$1.62M Sell
20,888
-471
-2% -$35.9K 0.05% 344
2025
Q1 		$1.64M Buy
+21,359
New +$1.61M 0.05% 320
2024
Q4 		– Sell
-21,233
Closed -$1.66M – 671
2024
Q3 		$1.66M Sell
21,233
-220
-1% -$17K 0.05% 329
2024
Q2 		$1.61M Sell
21,453
-839
-4% -$62.3K 0.05% 340
2024
Q1 		$1.68M Sell
22,292
-4,655
-17% -$351K 0.06% 331
2023
Q4 		$2.04M Buy
26,947
+14,076
+109% +$1.03M 0.08% 283
2023
Q3 		$931K Buy
12,871
+141
+1% +$10.4K 0.04% 367
2023
Q2 		$958K Sell
12,730
-827
-6% -$63K 0.05% 358
2023
Q1 		$1.04M Sell
13,557
-891
-6% -$67.5K 0.06% 308
2022
Q4 		$1.07M Buy
14,448
+58
+0.4% +$4.3K 0.07% 271
2022
Q3 		$1.06M Sell
14,390
-274
-2% -$21.2K 0.08% 241
2022
Q2 		$1.14M Sell
14,664
-589
-4% -$46.2K 0.09% 232
2022
Q1 		$1.25M Sell
15,253
-8,265
-35% -$698K 0.09% 231
2021
Q4 		$2.06M Sell
23,518
-6,110
-21% -$542K 0.15% 159
2021
Q3 		$2.65M Buy
29,628
+7,010
+31% +$635K 0.2% 125
2021
Q2 		$2.04M Buy
22,618
+1,133
+5% +$101K 0.16% 157
2021
Q1 		$1.91M Sell
21,485
-975
-4% -$88.5K 0.18% 143
2020
Q4 		$2.08M Buy
22,460
+7,060
+46% +$657K 0.2% 130
2020
Q3 		$1.44M Buy
15,400
+10,657
+225% +$998K 0.16% 155
2020
Q2 		$442K Buy
4,743
+669
+16% +$61.2K 0.06% 298
2020
Q1 		$364K Sell
4,074
-39,017
-91% -$3.46M 0.07% 301
2019
Q4 		$3.76M Sell
43,091
-3,784
-8% -$331K 0.51% 44
2019
Q3 		$4.13M Buy
46,875
+3,952
+9% +$345K 0.64% 34
2019
Q2 		$3.71M Sell
42,923
-2,500
-6% -$211K 0.6% 39
2019
Q1 		$3.81M Buy
45,423
+1,927
+4% +$159K 0.72% 27
2018
Q4 		$3.56M Buy
43,496
+33,827
+350% +$2.71M 0.76% 26
2018
Q3 		$778K Sell
9,669
-304
-3% -$24.6K 0.16% 161
2018
Q2 		$807K Buy
9,973
+5,963
+149% +$482K 0.18% 149
2018
Q1 		$328K Buy
4,010
+1,048
+35% +$86K 0.08% 243
2017
Q4 		$248K Hold
2,962
– – 0.08% 217
2017
Q3 		$251K Sell
2,962
-50
-2% -$4.25K 0.1% 193
2017
Q2 		$255K Sell
3,012
-2,076
-41% -$175K 0.1% 189
2017
Q1 		$425K Sell
5,088
-2,128
-29% -$177K 0.17% 147
2016
Q4 		$599K Sell
7,216
-2,286
-24% -$194K 0.24% 115
2016
Q3 		$833K Buy
9,502
+1,923
+25% +$169K 0.32% 97
2016
Q2 		$667K Hold
7,579
– – 0.27% 100
2016
Q1 		$654K Buy
7,579
+885
+13% +$75K 0.28% 94
2015
Q4 		$556K Buy
6,694
+500
+8% +$42.1K 0.23% 111
2015
Q3 		$525K Buy
+6,194
New +$521K 0.26% 94
2015
Q2 		– Sell
-7,830
Closed -$675K – 162
2015
Q1 		$675K Sell
7,830
-300
-4% -$25.7K 0.34% 86
2014
Q4 		$688K Sell
8,130
-3,575
-31% -$304K 0.37% 79
2014
Q3 		$986K Buy
11,705
+6,152
+111% +$520K 0.54% 54
2014
Q2 		$470K Buy
+5,553
New +$467K 0.28% 111

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

Dynamic Advisor Solutions's BIV Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 46% in Q2 2026, selling an estimated $1.43M and leaving 22,084 shares worth $1.69M. The position accounts for 0.05% of the portfolio, ranked #371.

Dynamic Advisor Solutions first reported a position in BIV in Q2 2014 and has held it in 47 quarters since. The position peaked at $4.13M in Q3 2019. 191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Dynamic Advisor Solutions held 22,084 shares of Vanguard Intermediate-Term Bond ETF worth $1.69M as of Q2 2026.
  • Dynamic Advisor Solutions sold 18,585 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.43M.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #371 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2014 and has held it in 47 quarters since.
  • Dynamic Advisor Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $4.13M in Q3 2019.
  • 191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.