Foundation Wealth Management (Pennsylvania)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Foundation Wealth Management (Pennsylvania)’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	$274K	Hold	3,568	–	–	0.08%	89
2026 Q1	$275K	Hold	3,568	–	–	0.1%	76
2025 Q4	$278K	Hold	3,568	–	–	0.1%	76
2025 Q3	$279K	Hold	3,568	–	–	0.11%	74
2025 Q2	$276K	Hold	3,568	–	–	0.12%	74
2025 Q1	$273K	Hold	3,568	–	–	0.13%	73
2024 Q4	$267K	Buy	+3,568	New	+$271K	0.13%	75

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Foundation Wealth Management (Pennsylvania)'s BIV Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 3,568 shares worth $274K. The position accounts for 0.08% of the portfolio, ranked #89.

Foundation Wealth Management (Pennsylvania) first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $279K in Q3 2025. 568 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Foundation Wealth Management (Pennsylvania) held 3,568 shares of Vanguard Intermediate-Term Bond ETF worth $274K as of Q2 2026.
Foundation Wealth Management (Pennsylvania) left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.08% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #89 holding.
Foundation Wealth Management (Pennsylvania) first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Foundation Wealth Management (Pennsylvania)'s Vanguard Intermediate-Term Bond ETF position peaked at $279K in Q3 2025.
568 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.