First Heartland Consultants’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

First Heartland Consultants’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	$6.9M	Sell	89,901 -2,925	-3%	-$225K	0.45%	61
2026 Q1	$7.16M	Buy	92,826 +7,712	+9%	+$600K	0.55%	47
2025 Q4	$6.63M	Buy	85,114 +8,609	+11%	+$673K	0.5%	51
2025 Q3	$5.97M	Buy	76,505 +3,937	+5%	+$305K	0.48%	54
2025 Q2	$5.61M	Buy	72,568 +424	+0.6%	+$32.3K	0.5%	52
2025 Q1	$5.52M	Buy	72,144 +2,943	+4%	+$222K	0.57%	48
2024 Q4	$5.17M	Buy	69,201 +4,212	+6%	+$320K	0.53%	49
2024 Q3	$5.09M	Sell	64,989 -59	-0.1%	-$4.55K	0.55%	42
2024 Q2	$4.87K	Buy	65,048 +2,462	+4%	+$183K	0.34%	57
2024 Q1	$4.72M	Buy	62,586 +2,996	+5%	+$226K	0.49%	57
2023 Q4	$4.55M	Buy	59,590 +1,902	+3%	+$139K	0.55%	54
2023 Q3	$4.17M	Sell	57,688 -1,549	-3%	-$115K	0.53%	58
2023 Q2	$4.46M	Buy	59,237 +4,328	+8%	+$330K	0.58%	46
2023 Q1	$4.21M	Buy	54,909 +8,354	+18%	+$633K	0.63%	38
2022 Q4	$3.46M	Buy	46,555 +1,676	+4%	+$124K	0.56%	46
2022 Q3	$3.3K	Buy	44,879 +2,804	+7%	+$217K	0.28%	47
2022 Q2	$3.27M	Buy	42,075 +35,071	+501%	+$2.75M	0.51%	40
2022 Q1	$573K	Sell	7,004 -28,211	-80%	-$2.38M	0.09%	167
2021 Q4	$3.08K	Buy	35,215 +2,228	+7%	+$198K	0.12%	53
2021 Q3	$2.95M	Buy	32,987 +682	+2%	+$61.8K	0.45%	59
2021 Q2	$2.91M	Buy	32,305 +1,522	+5%	+$136K	0.44%	60
2021 Q1	$2.73M	Buy	30,783 +3,118	+11%	+$283K	0.43%	60
2020 Q4	$2.57M	Buy	27,665 +1,172	+4%	+$109K	0.43%	53
2020 Q3	$2.48M	Buy	26,493 +2,157	+9%	+$202K	0.47%	53
2020 Q2	$2.27M	Buy	24,336 +396	+2%	+$36.2K	0.45%	57
2020 Q1	$2.14M	Buy	23,940 +337	+1%	+$29.9K	0.55%	49
2019 Q4	$2.06M	Buy	23,603 +56	+0.2%	+$4.9K	0.41%	65
2019 Q3	$2.07M	Buy	23,547 +827	+4%	+$72.3K	0.44%	63
2019 Q2	$1.97M	Buy	22,720 +404	+2%	+$34.1K	0.47%	57
2019 Q1	$1.87M	Sell	22,316 -154	-0.7%	-$12.7K	0.52%	49
2018 Q4	$1.83M	Buy	22,470 +2,425	+12%	+$194K	0.68%	48
2018 Q3	$1.61M	Buy	20,045 +3,282	+20%	+$265K	0.5%	54
2018 Q2	$1.36M	Buy	16,763 +2,631	+19%	+$213K	0.48%	62
2018 Q1	$1.16M	Buy	14,132 +2,531	+22%	+$208K	0.35%	78
2017 Q4	$973K	Sell	11,601 -174	-1%	-$14.7K	0.29%	87
2017 Q3	$997K	Buy	11,775 +2,987	+34%	+$254K	0.24%	121
2017 Q2	$743K	Buy	8,788 +2,655	+43%	+$224K	0.19%	145
2017 Q1	$513K	Buy	6,133 +1,010	+20%	+$84.1K	0.14%	189
2016 Q4	$426K	Buy	5,123 +1,726	+51%	+$147K	0.13%	198
2016 Q3	$298K	Buy	3,397 +1,118	+49%	+$98.1K	0.09%	243
2016 Q2	$201	Buy	+2,279	New	+$197K	0.02%	283

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

DWS

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

SFMG

Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 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

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

First Heartland Consultants's BIV Position: Q2 2026 in Review

First Heartland Consultants reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.2% in Q2 2026, selling an estimated $225K and leaving 89,901 shares worth $6.9M. The position accounts for 0.45% of the portfolio, ranked #61.

First Heartland Consultants first reported a position in BIV in Q2 2016 and has held it in 41 quarters since. The position peaked at $7.16M in Q1 2026. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

First Heartland Consultants held 89,901 shares of Vanguard Intermediate-Term Bond ETF worth $6.9M as of Q2 2026.
First Heartland Consultants sold 2,925 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $225K.
Vanguard Intermediate-Term Bond ETF made up 0.45% of First Heartland Consultants's portfolio in Q2 2026, its #61 holding.
First Heartland Consultants first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2016 and has held it in 41 quarters since.
First Heartland Consultants's Vanguard Intermediate-Term Bond ETF position peaked at $7.16M in Q1 2026.
347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.