Hershey Financial Advisers’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Hershey Financial Advisers’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	$877K	Sell	11,434 -1,208	-10%	-$92.7K	0.63%	52
2026 Q1	$976K	Sell	12,642 -3,104	-20%	-$242K	0.84%	48
2025 Q4	$1.23M	Sell	15,746 -2,474	-14%	-$193K	1.04%	41
2025 Q3	$1.42M	Sell	18,220 -3,071	-14%	-$238K	1.22%	33
2025 Q2	$1.65M	Buy	+21,291	New	+$1.62M	1.47%	26
2024 Q4	$699K	Buy	+9,358	New	+$711K	0.62%	49
2024 Q2	$313K	Buy	+4,180	New	+$311K	0.28%	48

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

Hershey Financial Advisers's BIV Position: Q2 2026 in Review

Hershey Financial Advisers reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 9.6% in Q2 2026, selling an estimated $92.7K and leaving 11,434 shares worth $877K. The position accounts for 0.63% of the portfolio, ranked #52.

Hershey Financial Advisers first reported a position in BIV in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q2 2025. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Hershey Financial Advisers held 11,434 shares of Vanguard Intermediate-Term Bond ETF worth $877K as of Q2 2026.
Hershey Financial Advisers sold 1,208 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $92.7K.
Vanguard Intermediate-Term Bond ETF made up 0.63% of Hershey Financial Advisers's portfolio in Q2 2026, its #52 holding.
Hershey Financial Advisers first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 7 quarters since.
Hershey Financial Advisers's Vanguard Intermediate-Term Bond ETF position peaked at $1.65M in Q2 2025.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.