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

Harbor 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
Q3 		$46.1K Hold
633
– – ﹤0.01% 793
2026
Q2 		$48.6K Hold
633
– – ﹤0.01% 767
2026
Q1 		$48.9K Sell
633
-138
-18% -$10.7K ﹤0.01% 626
2025
Q4 		$60K Sell
771
-250
-24% -$19.6K ﹤0.01% 624
2025
Q3 		$79.7K Sell
1,021
-11
-1% -$852 0.01% 549
2025
Q2 		$79.8K Hold
1,032
– – 0.01% 540
2025
Q1 		$79K Hold
1,032
– – 0.01% 521
2024
Q4 		$77.1K Hold
1,032
– – 0.01% 510
2024
Q3 		$80.9K Sell
1,032
-9
-0.9% -$694 0.01% 502
2024
Q2 		$78K Sell
1,041
-1,027
-50% -$76.3K 0.01% 495
2024
Q1 		$156K Hold
2,068
– – 0.02% 376
2023
Q4 		$158K Buy
2,068
+250
+14% +$18.3K 0.02% 359
2023
Q3 		$131K Hold
1,818
– – 0.02% 365
2023
Q2 		$137K Hold
1,818
– – 0.02% 420
2023
Q1 		$140K Hold
1,818
– – 0.02% 417
2022
Q4 		$135K Hold
1,818
– – 0.02% 419
2022
Q3 		$134K Hold
1,818
– – 0.02% 404
2022
Q2 		$141K Hold
1,818
– – 0.02% 406
2022
Q1 		$149K Buy
1,818
+500
+38% +$42.2K 0.02% 433
2021
Q4 		$115K Hold
1,318
– – 0.01% 498
2021
Q3 		$118K Hold
1,318
– – 0.02% 487
2021
Q2 		$119K Hold
1,318
– – 0.02% 479
2021
Q1 		$117K Buy
1,318
+39
+3% +$3.54K 0.02% 442
2020
Q4 		$119K Buy
1,279
+915
+251% +$85.2K 0.02% 412
2020
Q3 		$34K Buy
364
+80
+28% +$7.49K 0.01% 601
2020
Q2 		$26K Hold
284
– – 0.01% 574
2020
Q1 		$25K Sell
284
-16
-5% -$1.42K 0.01% 531
2019
Q4 		$26K Buy
+300
New +$26.3K 0.01% 512

Other funds holding BIV

AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

Harbor Investment Advisory's BIV Position: Q3 2026 in Review

Harbor Investment Advisory held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2026 at 633 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Harbor Investment Advisory first reported a position in BIV in Q4 2019 and has held it in 28 quarters since. The position peaked at $158K in Q4 2023. 100 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Harbor Investment Advisory held 633 shares of Vanguard Intermediate-Term Bond ETF worth $46.1K as of Q3 2026.
  • Harbor Investment Advisory left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2026.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #793 holding.
  • Harbor Investment Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Harbor Investment Advisory's Vanguard Intermediate-Term Bond ETF position peaked at $158K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.