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FFG Retirement Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

FFG Retirement Advisors’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 		$224K Sell
2,922
-1,066
-27% -$81.8K 0.12% 42
2026
Q1 		$308K Buy
3,988
+27
+0.7% +$2.1K 0.18% 43
2025
Q4 		$308K Hold
3,961
– – 0.19% 44
2025
Q3 		$309K Hold
3,961
– – 0.19% 45
2025
Q2 		$306K Sell
3,961
-2,470
-38% -$188K 0.19% 45
2025
Q1 		$492K Hold
6,431
– – 0.34% 38
2024
Q4 		$481K Sell
6,431
-9,526
-60% -$724K 0.31% 37
2024
Q3 		$1.25M Buy
15,957
+1,680
+12% +$130K 0.81% 37
2024
Q2 		$1.07M Sell
14,277
-3,187
-18% -$237K 0.75% 39
2024
Q1 		$1.32M Sell
17,464
-126,146
-88% -$9.51M 0.93% 33
2023
Q4 		$11M Buy
+143,610
New +$10.5M 8.47% 2

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

FFG Retirement Advisors's BIV Position: Q2 2026 in Review

FFG Retirement Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 27% in Q2 2026, selling an estimated $81.8K and leaving 2,922 shares worth $224K. The position accounts for 0.12% of the portfolio, ranked #42.

FFG Retirement Advisors first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $11M in Q4 2023. 191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • FFG Retirement Advisors held 2,922 shares of Vanguard Intermediate-Term Bond ETF worth $224K as of Q2 2026.
  • FFG Retirement Advisors sold 1,066 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $81.8K.
  • Vanguard Intermediate-Term Bond ETF made up 0.12% of FFG Retirement Advisors's portfolio in Q2 2026, its #42 holding.
  • FFG Retirement Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • FFG Retirement Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $11M in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.