ForthRight Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

ForthRight Wealth Management’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	$25.5M	Buy	332,229 +16,916	+5%	+$1.3M	6.52%	6
2026 Q1	$24.3M	Buy	315,313 +28,113	+10%	+$2.19M	6.9%	6
2025 Q4	$22.4M	Buy	287,200 +14,435	+5%	+$1.13M	6.43%	6
2025 Q3	$21.3M	Buy	272,765 +8,245	+3%	+$638K	6.19%	7
2025 Q2	$20.5M	Sell	264,520 -9,408	-3%	-$717K	6.38%	7
2025 Q1	$21M	Buy	273,928 +6,777	+3%	+$511K	7.02%	6
2024 Q4	$20M	Buy	267,151 +16,235	+6%	+$1.23M	6.65%	7
2024 Q3	$19.7M	Buy	250,916 +31,393	+14%	+$2.42M	6.55%	7
2024 Q2	$16.4M	Buy	219,523 +20,055	+10%	+$1.49M	5.91%	7
2024 Q1	$15M	Buy	199,468 +14,350	+8%	+$1.08M	5.4%	7
2023 Q4	$14.1M	Buy	185,118 +2,653	+1%	+$194K	5.48%	7
2023 Q3	$13.2M	Buy	182,465 +7,755	+4%	+$574K	5.69%	7
2023 Q2	$13.1M	Buy	174,710 +19,760	+13%	+$1.5M	5.49%	7
2023 Q1	$11.9M	Buy	154,950 +42,684	+38%	+$3.23M	5.44%	6
2022 Q4	$8.34M	Sell	112,266 -5,678	-5%	-$421K	4.27%	7
2022 Q3	$8.67M	Sell	117,944 -2,068	-2%	-$160K	5.08%	6
2022 Q2	$9.32M	Sell	120,012 -31,026	-21%	-$2.43M	5.18%	7
2022 Q1	$12.4M	Sell	151,038 -38,771	-20%	-$3.27M	6.39%	6
2021 Q4	$16.6M	Buy	189,809 +5,233	+3%	+$464K	9.09%	5
2021 Q3	$16.5M	Buy	184,576 +1,653	+0.9%	+$150K	10.02%	4
2021 Q2	$16.5M	Buy	182,923 +694	+0.4%	+$62K	10.44%	4
2021 Q1	$16.2M	Buy	+182,229	New	+$16.5M	10.97%	4

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ForthRight Wealth Management's BIV Position: Q2 2026 in Review

ForthRight Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.4% in Q2 2026, buying an estimated $1.3M and bringing the position to 332,229 shares worth $25.5M. The position accounts for 6.52% of the portfolio, ranked #6.

ForthRight Wealth Management first reported a position in BIV in Q1 2021 and has held it in 22 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

ForthRight Wealth Management held 332,229 shares of Vanguard Intermediate-Term Bond ETF worth $25.5M as of Q2 2026.
ForthRight Wealth Management bought 16,916 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.3M.
Vanguard Intermediate-Term Bond ETF made up 6.52% of ForthRight Wealth Management's portfolio in Q2 2026, its #6 holding.
ForthRight Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2021 and has held it in 22 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.