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

FC Advisory’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	$13.8M	Buy	180,561 +4,469	+3%	+$343K	3.67%	8
2026 Q1	$13.6M	Buy	176,092 +6,847	+4%	+$533K	3.97%	7
2025 Q4	$13.2M	Buy	169,245 +5,712	+3%	+$447K	3.79%	7
2025 Q3	$12.8M	Buy	163,533 +1,766	+1%	+$137K	3.74%	7
2025 Q2	$12.5M	Buy	161,767 +1,426	+0.9%	+$109K	3.86%	6
2025 Q1	$12.3M	Buy	160,341 +6,782	+4%	+$512K	4.15%	6
2024 Q4	$11.5M	Buy	153,559 +5,685	+4%	+$432K	3.85%	6
2024 Q3	$11.6M	Buy	147,874 +7,612	+5%	+$587K	3.9%	6
2024 Q2	$10.5M	Buy	140,262 +783	+0.6%	+$58.2K	3.85%	6
2024 Q1	$10.5M	Buy	139,479 +3,481	+3%	+$262K	3.87%	7
2023 Q4	$10.4M	Buy	135,998 +4	+0%	+$293	4.02%	6
2023 Q3	$9.83M	Buy	135,994 +1,314	+1%	+$97.2K	4.14%	6
2023 Q2	$10.1M	Buy	134,680 +6,028	+5%	+$459K	4.15%	6
2023 Q1	$9.87M	Sell	128,652 -1,723	-1%	-$130K	4.36%	6
2022 Q4	$9.69M	Buy	130,375 +228	+0.2%	+$16.9K	4.58%	5
2022 Q3	$9.56M	Sell	130,147 -4,761	-4%	-$368K	4.84%	5
2022 Q2	$10.5M	Sell	134,908 -7,594	-5%	-$595K	5.02%	5
2022 Q1	$11.7M	Buy	142,502 +8,581	+6%	+$725K	5.06%	5
2021 Q4	$11.7M	Buy	133,921 +7,665	+6%	+$680K	4.9%	5
2021 Q3	$11.3M	Buy	126,256 +10,588	+9%	+$959K	5.04%	5
2021 Q2	$10.4M	Buy	115,668 +5,983	+5%	+$534K	4.61%	6
2021 Q1	$9.73M	Sell	109,685 -16,291	-13%	-$1.48M	4.74%	6
2020 Q4	$11.7M	Buy	125,976 +5,411	+4%	+$504K	5.85%	5
2020 Q3	$11.3M	Buy	120,565 +12,444	+12%	+$1.17M	6.36%	5
2020 Q2	$10.1M	Buy	108,121 +1,651	+2%	+$151K	5.99%	5
2020 Q1	$9.51M	Sell	106,470 -14,817	-12%	-$1.31M	6.59%	5
2019 Q4	$10.6M	Buy	121,287 +272	+0.2%	+$23.8K	6.18%	5
2019 Q3	$10.6M	Buy	121,015 +1,324	+1%	+$116K	6.45%	5
2019 Q2	$10.3M	Sell	119,691 -415	-0.3%	-$35.1K	6.39%	5
2019 Q1	$10.1M	Sell	120,106 -2,793	-2%	-$230K	6.4%	5
2018 Q4	$9.99M	Sell	122,899 -7,102	-5%	-$569K	6.86%	5
2018 Q3	$10.5M	Buy	130,001 +1,840	+1%	+$149K	6.53%	5
2018 Q2	$10.4M	Sell	128,161 -1,182	-0.9%	-$95.5K	6.75%	5
2018 Q1	$10.6M	Sell	129,343 -1,632	-1%	-$134K	6.92%	5
2017 Q4	$11M	Buy	130,975 +2,943	+2%	+$248K	7.12%	5
2017 Q3	$10.8M	Buy	128,032 +1,180	+0.9%	+$100K	7.32%	5
2017 Q2	$10.7M	Sell	126,852 -255	-0.2%	-$21.5K	7.41%	5
2017 Q1	$10.6M	Buy	127,107 +63	+0%	+$5.25K	7.51%	5
2016 Q4	$10.6M	Buy	127,044 +2,836	+2%	+$241K	7.83%	5
2016 Q3	$10.9M	Sell	124,208 -1,025	-0.8%	-$89.9K	8.17%	4
2016 Q2	$11M	Buy	125,233 +5,796	+5%	+$501K	8.53%	3
2016 Q1	$10.3M	Buy	119,437 +3,052	+3%	+$259K	8.46%	4
2015 Q4	$9.67M	Buy	116,385 +5,730	+5%	+$482K	8.31%	4
2015 Q3	$9.39M	Buy	110,655 +1,938	+2%	+$163K	8.61%	2
2015 Q2	$9.12M	Buy	108,717 +8,194	+8%	+$697K	8.12%	3
2015 Q1	$8.67M	Buy	+100,523	New	+$8.63M	8.1%	3

Other funds holding BIV

RIA

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

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

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

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

FC Advisory's BIV Position: Q2 2026 in Review

FC Advisory increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.5% in Q2 2026, buying an estimated $343K and bringing the position to 180,561 shares worth $13.8M. The position accounts for 3.67% of the portfolio, ranked #8.

FC Advisory first reported a position in BIV in Q1 2015 and has held it in 46 quarters since. 191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

FC Advisory held 180,561 shares of Vanguard Intermediate-Term Bond ETF worth $13.8M as of Q2 2026.
FC Advisory bought 4,469 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $343K.
Vanguard Intermediate-Term Bond ETF made up 3.67% of FC Advisory's portfolio in Q2 2026, its #8 holding.
FC Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2015 and has held it in 46 quarters since.
191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.