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

Foundations Investment 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 		$1.37M Buy
17,866
+1,579
+10% +$121K 0.01% 500
2026
Q1 		$1.26M Buy
16,287
+1,261
+8% +$98.2K 0.02% 467
2025
Q4 		$1.17M Buy
15,026
+1,752
+13% +$137K 0.02% 471
2025
Q3 		$1.04M Buy
13,274
+9,014
+212% +$698K 0.02% 454
2025
Q2 		$329K Sell
4,260
-368
-8% -$28K 0.01% 710
2025
Q1 		$354K Sell
4,628
-1,582
-25% -$119K 0.01% 663
2024
Q4 		$464K Sell
6,210
-752
-11% -$57.2K 0.01% 552
2024
Q3 		$546K Sell
6,962
-884
-11% -$68.2K 0.01% 504
2024
Q2 		$588K Sell
7,846
-1,978
-20% -$147K 0.01% 463
2024
Q1 		$741K Buy
9,824
+85
+0.9% +$6.41K 0.02% 382
2023
Q4 		$746K Buy
9,739
+6,785
+230% +$497K 0.02% 358
2023
Q3 		$214K Sell
2,954
-5,299
-64% -$392K 0.01% 600
2023
Q2 		$621K Buy
8,253
+4,908
+147% +$374K 0.02% 325
2023
Q1 		$257K Sell
3,345
-779
-19% -$59K 0.01% 423
2022
Q4 		$306K Buy
4,124
+794
+24% +$58.8K 0.01% 341
2022
Q3 		$245K Buy
3,330
+134
+4% +$10.4K 0.01% 347
2022
Q2 		$249K Sell
3,196
-6,556
-67% -$514K 0.01% 332
2022
Q1 		$774K Buy
+9,752
New +$823K 0.03% 150
2021
Q4 		– Sell
-18,348
Closed -$1.64M – 344
2021
Q3 		$1.64M Buy
+18,348
New +$1.66M 0.07% 88
2020
Q3 		– Sell
-470,349
Closed -$43.8M – 169
2020
Q2 		$43.8M Buy
+470,349
New +$43M 3.88% 10

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

Foundations Investment Advisors's BIV Position: Q2 2026 in Review

Foundations Investment Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 9.7% in Q2 2026, buying an estimated $121K and bringing the position to 17,866 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #500.

Foundations Investment Advisors first reported a position in BIV in Q2 2020 and has held it in 20 quarters since. The position peaked at $43.8M in Q2 2020. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Foundations Investment Advisors held 17,866 shares of Vanguard Intermediate-Term Bond ETF worth $1.37M as of Q2 2026.
  • Foundations Investment Advisors bought 1,579 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $121K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #500 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and has held it in 20 quarters since.
  • Foundations Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $43.8M in Q2 2020.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.