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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
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

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

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

Harbor Investment Advisory held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 633 shares worth $48.6K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Harbor Investment Advisory first reported a position in BIV in Q4 2019 and has held it in 27 quarters since. The position peaked at $158K in Q4 2023. 459 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Harbor Investment Advisory held 633 shares of Vanguard Intermediate-Term Bond ETF worth $48.6K as of Q2 2026.
  • Harbor Investment Advisory left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #767 holding.
  • Harbor Investment Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Vanguard Intermediate-Term Bond ETF position peaked at $158K in Q4 2023.
  • 459 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.