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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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hershey Financial Advisers's BIV Position: Q1 2026 in Review

Hershey Financial Advisers reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 20% in Q1 2026, selling an estimated $242K and leaving 12,642 shares worth $976K. The position accounts for 0.84% of the portfolio, ranked #48.

Hershey Financial Advisers first reported a position in BIV in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.65M in Q2 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Hershey Financial Advisers held 12,642 shares of Vanguard Intermediate-Term Bond ETF worth $976K as of Q1 2026.
  • Hershey Financial Advisers sold 3,104 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $242K.
  • Vanguard Intermediate-Term Bond ETF made up 0.84% of Hershey Financial Advisers's portfolio in Q1 2026, its #48 holding.
  • Hershey Financial Advisers first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • Hershey Financial Advisers's Vanguard Intermediate-Term Bond ETF position peaked at $1.65M in Q2 2025.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.