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 Q2	$30.1M	Buy	395,163 +6,757	+2%	+$519K	14.2%	3
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 $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

FPC Investment Advisory's BIV Position: Q2 2026 in Review

FPC Investment Advisory increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.7% in Q2 2026, buying an estimated $519K and bringing the position to 395,163 shares worth $30.1M. The position accounts for 14.2% of the portfolio, ranked #3.

FPC Investment Advisory first reported a position in BIV in Q1 2024 and has held it in 10 quarters since. 1,021 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

FPC Investment Advisory held 395,163 shares of Vanguard Intermediate-Term Bond ETF worth $30.1M as of Q2 2026.
FPC Investment Advisory bought 6,757 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $519K.
Vanguard Intermediate-Term Bond ETF made up 14.2% of FPC Investment Advisory's portfolio in Q2 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 10 quarters since.
1,021 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on FPC Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.