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Fortis Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Fortis Advisors’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 		$8.83M Sell
115,068
-4,050
-3% -$311K 4.13% 6
2026
Q1 		$9.19M Buy
+119,118
New +$9.27M 4.61% 3
2023
Q1 		– Sell
-99,506
Closed -$7.54M – 269
2022
Q4 		$99.5K Sell
99,506
-89,327
-47% -$6.62M 0.08% 113
2022
Q3 		$6.79M Buy
188,833
+10,507
+6% +$813K 4.85% 5
2022
Q2 		$5.97M Sell
178,326
-83,250
-32% -$6.53M 3.96% 5
2022
Q1 		$12.7M Buy
261,576
+7,472
+3% +$631K 6.97% 2
2021
Q4 		$12.3M Buy
254,104
+36,815
+17% +$3.27M 7.15% 3
2021
Q3 		$12.5M Buy
217,289
+30,974
+17% +$2.8M 7.64% 2
2021
Q2 		$9.78M Buy
186,315
+73,154
+65% +$6.53M 5.65% 3
2021
Q1 		$8.14M Buy
113,161
+99,200
+711% +$9.01M 5.79% 4
2020
Q4 		$1.3M Buy
13,961
+52
+0.4% +$4.84K 1.14% 22
2020
Q3 		$1.3M Buy
13,909
+1,110
+9% +$104K 1.21% 22
2020
Q2 		$1.19M Sell
12,799
-7,450
-37% -$682K 1.18% 20
2020
Q1 		$1.81M Buy
20,249
+11,205
+124% +$994K 1.21% 17
2019
Q4 		$789K Buy
+9,044
New +$792K 0.48% 34

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fortis Advisors's BIV Position: Q2 2026 in Review

Fortis Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.4% in Q2 2026, selling an estimated $311K and leaving 115,068 shares worth $8.83M. The position accounts for 4.13% of the portfolio, ranked #6.

Fortis Advisors first reported a position in BIV in Q4 2019 and has held it in 15 quarters since. The position peaked at $12.7M in Q1 2022. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Fortis Advisors held 115,068 shares of Vanguard Intermediate-Term Bond ETF worth $8.83M as of Q2 2026.
  • Fortis Advisors sold 4,050 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $311K.
  • Vanguard Intermediate-Term Bond ETF made up 4.13% of Fortis Advisors's portfolio in Q2 2026, its #6 holding.
  • Fortis Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 15 quarters since.
  • Fortis Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $12.7M in Q1 2022.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.