F/M Investments’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

F/M Investments’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	$1.26M	Buy	16,449 +1,702	+12%	+$131K	0.06%	163
2026 Q1	$1.14M	Buy	14,747 +820	+6%	+$63.8K	0.08%	156
2025 Q4	$1.08M	Buy	13,927 +596	+4%	+$46.6K	0.04%	286
2025 Q3	$1.04M	Buy	13,331 +799	+6%	+$61.9K	0.04%	293
2025 Q2	$969K	Buy	12,532 +1,049	+9%	+$79.9K	0.04%	290
2025 Q1	$879K	Buy	11,483 +1,395	+14%	+$105K	0.04%	300
2024 Q4	$754K	Buy	10,088 +6,838	+210%	+$520K	0.03%	306
2024 Q3	$255K	Hold	3,250	–	–	0.01%	321
2024 Q2	$243K	Buy	+3,250	New	+$242K	0.01%	309

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

F/M Investments's BIV Position: Q2 2026 in Review

F/M Investments increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 12% in Q2 2026, buying an estimated $131K and bringing the position to 16,449 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #163.

F/M Investments first reported a position in BIV in Q2 2024 and has held it in 9 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

F/M Investments held 16,449 shares of Vanguard Intermediate-Term Bond ETF worth $1.26M as of Q2 2026.
F/M Investments bought 1,702 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $131K.
Vanguard Intermediate-Term Bond ETF made up 0.06% of F/M Investments's portfolio in Q2 2026, its #163 holding.
F/M Investments first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.