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Heartwood Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Heartwood Wealth Advisors’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 		$348K Hold
4,541
– – 0.03% 173
2026
Q1 		$350K Sell
4,541
-219,886
-98% -$17.1M 0.03% 160
2025
Q4 		$17.5M Buy
224,427
+4,215
+2% +$330K 1.61% 22
2025
Q3 		$17.2M Buy
220,212
+3,941
+2% +$305K 1.6% 22
2025
Q2 		$16.7M Buy
216,271
+206
+0.1% +$15.7K 1.75% 22
2025
Q1 		$16.5M Buy
216,065
+13,503
+7% +$1.02M 1.89% 18
2024
Q4 		$15.1M Buy
202,562
+353
+0.2% +$26.8K 1.7% 22
2024
Q3 		$15.8M Buy
+202,209
New +$15.6M 1.75% 23

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 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
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Heartwood Wealth Advisors's BIV Position: Q2 2026 in Review

Heartwood Wealth Advisors held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 4,541 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #173.

Heartwood Wealth Advisors first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.5M in Q4 2025. 317 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Heartwood Wealth Advisors held 4,541 shares of Vanguard Intermediate-Term Bond ETF worth $348K as of Q2 2026.
  • Heartwood Wealth Advisors left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #173 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Heartwood Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $17.5M in Q4 2025.
  • 317 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.