Forthright Family Wealth Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Forthright Family Wealth Advisory’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	–	Sell	-62,371	Closed	-$4.7M	–	59
2026 Q1	$4.7M	Buy	62,371 +59,781	+2,308%	+$4.65M	3.15%	7
2025 Q4	$202K	Buy	+2,590	New	+$203K	0.13%	47
2025 Q2	–	Sell	-4,142	Closed	-$317K	–	50
2025 Q1	$317K	Sell	4,142 -729	-15%	-$55K	0.21%	42
2024 Q4	$364K	Sell	4,871 -230	-5%	-$17.5K	0.24%	42
2024 Q3	$391K	Sell	5,101 -49,673	-91%	-$3.83M	0.25%	42
2024 Q2	$4.1M	Sell	54,774 -7,597	-12%	-$565K	2.64%	9
2024 Q1	$4.7M	Sell	62,371 -2,859	-4%	-$215K	3.15%	7
2023 Q4	$4.98M	Buy	+65,230	New	+$4.78M	3.9%	5

Other funds holding BIV

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

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

Forthright Family Wealth Advisory's BIV Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 62,371 shares — an estimated $4.7M sold.

Forthright Family Wealth Advisory first reported a position in BIV in Q4 2023 and held it in 8 quarters. The position peaked at $4.98M in Q4 2023. 507 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 62,371 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $4.7M.
Forthright Family Wealth Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and held it in 8 quarters.
Forthright Family Wealth Advisory's Vanguard Intermediate-Term Bond ETF position peaked at $4.98M in Q4 2023.
507 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.