Fiduciary Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Fiduciary Financial Group’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	$15.8M	Buy	205,798 +18,687	+10%	+$1.43M	1.79%	9
2026 Q1	$14.4M	Buy	187,111 +21,253	+13%	+$1.65M	1.91%	9
2025 Q4	$12.9M	Buy	165,858 +8,581	+5%	+$671K	1.82%	9
2025 Q3	$12.3M	Buy	157,277 +12,519	+9%	+$969K	1.94%	10
2025 Q2	$11.1M	Buy	144,758 +2,183	+2%	+$166K	2.02%	9
2025 Q1	$10.7M	Buy	142,575 +5,888	+4%	+$444K	2.34%	9
2024 Q4	$10.1M	Buy	136,687 +9,445	+7%	+$718K	2.2%	9
2024 Q3	$9.81M	Buy	127,242 +10,194	+9%	+$786K	2.25%	8
2024 Q2	$8.89M	Buy	+117,048	New	+$8.7M	2.15%	9

Other funds holding BIV

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

RIA

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Fiduciary Financial Group's BIV Position: Q2 2026 in Review

Fiduciary Financial Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 10% in Q2 2026, buying an estimated $1.43M and bringing the position to 205,798 shares worth $15.8M. The position accounts for 1.79% of the portfolio, ranked #9.

Fiduciary Financial Group first reported a position in BIV in Q2 2024 and has held it in 9 quarters since. 486 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Fiduciary Financial Group held 205,798 shares of Vanguard Intermediate-Term Bond ETF worth $15.8M as of Q2 2026.
Fiduciary Financial Group bought 18,687 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.43M.
Vanguard Intermediate-Term Bond ETF made up 1.79% of Fiduciary Financial Group's portfolio in Q2 2026, its #9 holding.
Fiduciary Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
486 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.