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

IFP 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 		$961K Sell
12,524
-11
-0.1% -$844 0.02% 757
2026
Q1 		$967K Sell
12,535
-790
-6% -$61.5K 0.02% 712
2025
Q4 		$1.04M Buy
13,325
+657
+5% +$51.4K 0.02% 643
2025
Q3 		$989K Buy
12,668
+149
+1% +$11.5K 0.03% 605
2025
Q2 		$968K Sell
12,519
-23,263
-65% -$1.77M 0.03% 593
2025
Q1 		$2.74M Buy
35,782
+4,528
+14% +$342K 0.08% 283
2024
Q4 		$2.34M Buy
31,254
+11,254
+56% +$856K 0.08% 296
2024
Q3 		$1.57M Buy
20,000
+1,699
+9% +$131K 0.06% 362
2024
Q2 		$1.37M Buy
18,301
+14,817
+425% +$1.1M 0.05% 362
2024
Q1 		$263K Sell
3,484
-1,572
-31% -$118K 0.01% 866
2023
Q4 		$386K Sell
5,056
-18,195
-78% -$1.33M 0.02% 671
2023
Q3 		$1.68M Buy
23,251
+7,230
+45% +$535K 0.08% 278
2023
Q2 		$1.21M Buy
16,021
+7,544
+89% +$575K 0.05% 379
2023
Q1 		$685K Sell
8,477
-23,160
-73% -$1.75M 0.03% 496
2022
Q4 		$2.57M Sell
31,637
-41,159
-57% -$3.05M 0.07% 309
2022
Q3 		$5.92M Sell
72,796
-217
-0.3% -$16.8K 0.15% 136
2022
Q2 		$5.93M Hold
73,013
– – 0.19% 112
2022
Q1 		$5.93M Buy
73,013
+27,636
+61% +$2.33M 0.19% 112
2021
Q4 		$4.03M Buy
45,377
+2,643
+6% +$234K 0.08% 147
2021
Q3 		$3.89M Buy
42,734
+3,248
+8% +$294K 0.08% 158
2021
Q2 		$3.55M Buy
39,486
+11,151
+39% +$996K 0.07% 158
2021
Q1 		$2.52M Buy
28,335
+15,289
+117% +$1.39M 0.05% 191
2020
Q4 		$1.21M Buy
13,046
+4,610
+55% +$429K 0.05% 300
2020
Q3 		$788K Buy
8,436
+2,260
+37% +$212K 0.05% 334
2020
Q2 		$576K Buy
6,176
+446
+8% +$40.8K 0.05% 386
2020
Q1 		$503K Buy
5,730
+424
+8% +$37.6K 0.05% 355
2019
Q4 		$463K Sell
5,306
-4
-0.1% -$350 0.03% 439
2019
Q3 		$468K Buy
+5,310
New +$464K 0.03% 511
2019
Q1 		$696K Sell
8,290
-6,431
-44% -$529K 0.1% 223
2018
Q4 		$1.19M Sell
14,721
-112,505
-88% -$9.01M 0.07% 305
2018
Q3 		$10.2M Buy
127,226
+22,949
+22% +$1.86M 0.42% 45
2018
Q2 		$8.44M Buy
104,277
+13,684
+15% +$1.11M 0.36% 57
2018
Q1 		$7.59M Hold
90,593
– – 0.34% 59
2017
Q4 		$7.59M Buy
90,593
+10,839
+14% +$913K 0.34% 59
2017
Q3 		$6.75M Sell
79,754
-19
-0% -$1.61K 0.27% 75
2017
Q2 		$6.74M Buy
79,773
+7,444
+10% +$629K 0.29% 71
2017
Q1 		$6.05M Buy
72,329
+7,751
+12% +$645K 0.26% 81
2016
Q4 		$5.37M Buy
64,578
+15,574
+32% +$1.32M 0.26% 77
2016
Q3 		$4.3M Buy
49,004
+37,191
+315% +$3.26M 0.22% 93
2016
Q2 		$1.04M Buy
11,813
+3,523
+42% +$305K 0.06% 342
2016
Q1 		$696K Buy
8,290
+397
+5% +$33.6K 0.1% 223
2015
Q4 		$656K Buy
+7,893
New +$664K 0.04% 411

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFP Advisors's BIV Position: Q2 2026 in Review

IFP Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.09% in Q2 2026, selling an estimated $844 and leaving 12,524 shares worth $961K. The position accounts for 0.02% of the portfolio, ranked #757.

IFP Advisors first reported a position in BIV in Q4 2015 and has held it in 42 quarters since. The position peaked at $10.2M in Q3 2018. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • IFP Advisors held 12,524 shares of Vanguard Intermediate-Term Bond ETF worth $961K as of Q2 2026.
  • IFP Advisors sold 11 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $844.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #757 holding.
  • IFP Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $10.2M in Q3 2018.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.