Fischer Investment Strategies’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Fischer Investment Strategies’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 Q1	–	Sell	-80,609	Closed	-$6.28M	–	47
2025 Q4	$6.28M	Buy	+80,609	New	+$6.3M	3.66%	7
2024 Q3	–	Sell	-3,115	Closed	-$233K	–	30
2024 Q2	$233K	Sell	3,115 -123,660	-98%	-$9.19M	0.23%	23
2024 Q1	$9.56M	Sell	126,775 -40,717	-24%	-$3.07M	8.36%	5
2023 Q4	$12.8M	Buy	167,492 +6,885	+4%	+$504K	9.67%	5
2023 Q3	$11.6M	Sell	160,607 -3,715	-2%	-$275K	11.79%	2
2023 Q2	$12.4M	Buy	+164,322	New	+$12.5M	11.33%	2

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fischer Investment Strategies's BIV Position: Q1 2026 in Review

Fischer Investment Strategies sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 80,609 shares — an estimated $6.28M sold.

Fischer Investment Strategies first reported a position in BIV in Q2 2023 and held it in 6 quarters. The position peaked at $12.8M in Q4 2023. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Fischer Investment Strategies reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Fischer Investment Strategies sold 80,609 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $6.28M.
Fischer Investment Strategies first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and held it in 6 quarters.
Fischer Investment Strategies's Vanguard Intermediate-Term Bond ETF position peaked at $12.8M in Q4 2023.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Fischer Investment Strategies's 13F filing for Q1 2026, filed 4 Jun 2026.