FPC Investment Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

FPC Investment Advisory’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 Q1	$30.1M	Buy	388,406 +36,477	+10%	+$2.84M	14.99%	3
2025 Q4	$27.4M	Buy	351,929 +25,975	+8%	+$2.03M	15.02%	3
2025 Q3	$25.5M	Buy	325,954 +19,651	+6%	+$1.52M	15.27%	3
2025 Q2	$23.6M	Buy	306,303 +25,564	+9%	+$1.95M	14.75%	3
2025 Q1	$21.4M	Buy	280,739 +8,552	+3%	+$645K	14.66%	2
2024 Q4	$20.5M	Sell	272,187 -9,068	-3%	-$689K	14.97%	2
2024 Q3	$21.7M	Buy	281,255 +40,137	+17%	+$3.09M	18.38%	1
2024 Q2	$18.3M	Buy	241,118 +1,093	+0.5%	+$81.2K	16.5%	1
2024 Q1	$17.6M	Buy	+240,025	New	+$18.1M	17.37%	1

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPC Investment Advisory's BIV Position: Q1 2026 in Review

FPC Investment Advisory increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 10% in Q1 2026, buying an estimated $2.84M and bringing the position to 388,406 shares worth $30.1M. The position accounts for 14.99% of the portfolio, ranked #3.

FPC Investment Advisory first reported a position in BIV in Q1 2024 and has held it in 9 quarters since. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

FPC Investment Advisory held 388,406 shares of Vanguard Intermediate-Term Bond ETF worth $30.1M as of Q1 2026.
FPC Investment Advisory bought 36,477 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $2.84M.
Vanguard Intermediate-Term Bond ETF made up 14.99% of FPC Investment Advisory's portfolio in Q1 2026, its #3 holding.
FPC Investment Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 9 quarters since.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on FPC Investment Advisory's 13F filing for Q1 2026, filed 4 May 2026.