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Financial Management Professionals’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Financial Management Professionals’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 		$9.2K Buy
+120
New +$9.21K ﹤0.01% 603
2024
Q1 		– Sell
-232
Closed -$18K – 949
2023
Q4 		$18K Buy
+232
New +$17K ﹤0.01% 417
2019
Q3 		– Sell
-100
Closed -$9K – 304
2019
Q2 		$9K Buy
+100
New +$8.45K ﹤0.01% 200

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

Financial Management Professionals's BIV Position: Q2 2026 in Review

Financial Management Professionals opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 120 shares worth $9.2K. The stake represents ﹤0.01% of the portfolio and ranks #603 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in BIV as recently as Q4 2023.

Financial Management Professionals first reported a position in BIV in Q2 2019 and has held it in 3 quarters since. The position peaked at $18K in Q4 2023. 194 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Financial Management Professionals held 120 shares of Vanguard Intermediate-Term Bond ETF worth $9.2K as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Financial Management Professionals position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #603 holding.
  • Financial Management Professionals first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and has held it in 3 quarters since.
  • Financial Management Professionals's Vanguard Intermediate-Term Bond ETF position peaked at $18K in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.