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

JFS 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	$2.36M	Sell	30,731 -38,904	-56%	-$2.99M	0.12%	105
2026 Q1	$5.37M	Buy	69,635 +38,647	+125%	+$3.01M	0.3%	61
2025 Q4	$2.41M	Hold	30,988	–	–	0.14%	97
2025 Q3	$2.42M	Buy	30,988 +3,340	+12%	+$259K	0.14%	96
2025 Q2	$2.14M	Hold	27,648	–	–	0.14%	97
2025 Q1	$2.12M	Buy	27,648 +6,105	+28%	+$461K	0.14%	89
2024 Q4	$1.61M	Buy	21,543 +5,531	+35%	+$421K	0.11%	106
2024 Q3	$1.25M	Buy	16,012 +15,234	+1,958%	+$1.17M	0.08%	130
2024 Q2	$58.3K	Hold	778	–	–	﹤0.01%	392
2024 Q1	$58.7K	Hold	778	–	–	﹤0.01%	401
2023 Q4	$59.4K	Hold	778	–	–	0.01%	378
2023 Q3	$56.3K	Buy	+778	New	+$57.6K	0.01%	360
2018 Q1	–	Sell	-25	Closed	-$2K	–	526
2017 Q4	$2K	Buy	+25	New	+$2.11K	﹤0.01%	479

Other funds holding BIV

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

JFS Wealth Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 56% in Q2 2026, selling an estimated $2.99M and leaving 30,731 shares worth $2.36M. The position accounts for 0.12% of the portfolio, ranked #105.

JFS Wealth Advisors first reported a position in BIV in Q4 2017 and has held it in 13 quarters since. The position peaked at $5.37M in Q1 2026. 480 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

JFS Wealth Advisors held 30,731 shares of Vanguard Intermediate-Term Bond ETF worth $2.36M as of Q2 2026.
JFS Wealth Advisors sold 38,904 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.99M.
Vanguard Intermediate-Term Bond ETF made up 0.12% of JFS Wealth Advisors's portfolio in Q2 2026, its #105 holding.
JFS Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 13 quarters since.
JFS Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $5.37M in Q1 2026.
480 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.