FFA
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Founders Financial Alliance’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Founders Financial Alliance’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 		$36.9K Sell
481
-115
-19% -$8.83K ﹤0.01% 590
2026
Q1 		$46K Buy
596
+36
+6% +$2.8K 0.01% 518
2025
Q4 		$43.6K Sell
560
-60
-10% -$4.69K 0.01% 439
2025
Q3 		$48.4K Buy
620
+74
+14% +$5.73K 0.01% 498
2025
Q2 		$42.2K Sell
546
-60
-10% -$4.57K 0.01% 399
2025
Q1 		$46.4K Buy
606
+60
+11% +$4.53K 0.01% 447
2024
Q4 		$40.8K Sell
546
-29
-5% -$2.21K 0.01% 399
2024
Q3 		$45.1K Buy
575
+75
+15% +$5.78K 0.01% 399
2024
Q2 		$37.4K Sell
500
-40
-7% -$2.97K 0.01% 397
2024
Q1 		$40.7K Buy
540
+15
+3% +$1.13K 0.01% 398
2023
Q4 		$40.1K Hold
525
– – 0.02% 357
2023
Q3 		$38K Hold
525
– – 0.02% 339
2023
Q2 		$39.5K Buy
525
+6
+1% +$457 0.02% 362
2023
Q1 		$39.8K Sell
519
-101
-16% -$7.65K 0.02% 323
2022
Q4 		$46.1K Hold
620
– – 0.02% 332
2022
Q3 		$46K Buy
620
+122
+24% +$9.44K 0.02% 324
2022
Q2 		$39K Sell
498
-297
-37% -$23.3K 0.02% 355
2022
Q1 		$65K Hold
795
– – 0.03% 299
2021
Q4 		$70K Hold
795
– – 0.03% 329
2021
Q3 		$71K Hold
795
– – 0.03% 303
2021
Q2 		$72K Buy
795
+161
+25% +$14.4K 0.03% 317
2021
Q1 		$57K Hold
634
– – 0.03% 319
2020
Q4 		$59K Hold
634
– – 0.03% 282
2020
Q3 		$59K Buy
+634
New +$59.4K 0.04% 344

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

Founders Financial Alliance's BIV Position: Q2 2026 in Review

Founders Financial Alliance reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 19% in Q2 2026, selling an estimated $8.83K and leaving 481 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Founders Financial Alliance first reported a position in BIV in Q3 2020 and has held it in 24 quarters since. The position peaked at $72K in Q2 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Founders Financial Alliance held 481 shares of Vanguard Intermediate-Term Bond ETF worth $36.9K as of Q2 2026.
  • Founders Financial Alliance sold 115 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $8.83K.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #590 holding.
  • Founders Financial Alliance first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Vanguard Intermediate-Term Bond ETF position peaked at $72K in Q2 2021.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.