Forum Private Client Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Forum Private Client Group’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	$301K	Sell	3,919 -17	-0.4%	-$1.3K	0.09%	66
2026 Q1	$304K	Buy	3,936 +581	+17%	+$45.2K	0.1%	64
2025 Q4	$261K	Sell	3,355 -207	-6%	-$16.2K	0.09%	70
2025 Q3	$278K	Sell	3,562 -6	-0.2%	-$465	0.1%	68
2025 Q2	$276K	Sell	3,568 -892	-20%	-$67.9K	0.11%	67
2025 Q1	$342K	Sell	4,460 -34	-0.8%	-$2.56K	0.15%	56
2024 Q4	$336K	Sell	4,494 -21	-0.5%	-$1.6K	0.15%	57
2024 Q3	$354K	Buy	4,515 +9	+0.2%	+$694	0.16%	56
2024 Q2	$337K	Hold	4,506	–	–	0.16%	54
2024 Q1	$340K	Buy	4,506 +136	+3%	+$10.3K	0.16%	58
2023 Q4	$334K	Buy	+4,370	New	+$320K	0.17%	56
2023 Q3	–	Sell	-4,352	Closed	-$327K	–	6
2023 Q2	$327K	Hold	4,352	–	–	0.19%	54
2023 Q1	$334K	Sell	4,352 -678	-13%	-$51.3K	0.21%	53
2022 Q4	$374K	Sell	5,030 -254	-5%	-$18.8K	0.26%	49
2022 Q3	$388K	Sell	5,284 -736	-12%	-$56.9K	0.29%	46
2022 Q2	$467K	Sell	6,020 -1,605	-21%	-$126K	0.34%	45
2022 Q1	$625K	Buy	+7,625	New	+$644K	0.49%	38

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

Forum Private Client Group's BIV Position: Q2 2026 in Review

Forum Private Client Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.43% in Q2 2026, selling an estimated $1.3K and leaving 3,919 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #66.

Forum Private Client Group first reported a position in BIV in Q1 2022 and has held it in 17 quarters since. The position peaked at $625K in Q1 2022. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Forum Private Client Group held 3,919 shares of Vanguard Intermediate-Term Bond ETF worth $301K as of Q2 2026.
Forum Private Client Group sold 17 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.3K.
Vanguard Intermediate-Term Bond ETF made up 0.09% of Forum Private Client Group's portfolio in Q2 2026, its #66 holding.
Forum Private Client Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 17 quarters since.
Forum Private Client Group's Vanguard Intermediate-Term Bond ETF position peaked at $625K in Q1 2022.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.