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

OneDigital Investment 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	$2.44M	Sell	31,868 -1,367	-4%	-$105K	0.02%	458
2026 Q1	$2.57M	Buy	33,235 +795	+2%	+$61.9K	0.03%	416
2025 Q4	$2.53M	Sell	32,440 -2,794	-8%	-$219K	0.02%	414
2025 Q3	$2.75M	Buy	35,234 +2,068	+6%	+$160K	0.03%	368
2025 Q2	$2.57M	Sell	33,166 -2,432	-7%	-$185K	0.03%	369
2025 Q1	$2.73M	Sell	35,598 -8,534	-19%	-$644K	0.03%	331
2024 Q4	$3.3M	Sell	44,132 -84,159	-66%	-$6.4M	0.04%	315
2024 Q3	$10.1M	Sell	128,291 -3,160	-2%	-$244K	0.11%	153
2024 Q2	$9.84M	Buy	131,451 +126,883	+2,778%	+$9.43M	0.12%	144
2024 Q1	$344K	Sell	4,568 -350	-7%	-$26.4K	0.01%	867
2023 Q4	$376K	Sell	4,918 -4,842	-50%	-$355K	0.01%	833
2023 Q3	$706K	Sell	9,760 -1,476	-13%	-$109K	0.02%	530
2023 Q2	$845K	Hold	11,236	–	–	0.02%	452
2023 Q1	$862K	Sell	11,236 -288	-2%	-$21.8K	0.02%	431
2022 Q4	$856K	Buy	+11,524	New	+$854K	0.02%	391
2021 Q4	–	Sell	-6,537	Closed	-$585K	–	795
2021 Q3	$585K	Sell	6,537 -3,125	-32%	-$283K	0.02%	383
2021 Q2	$869K	Sell	9,662 -4,901	-34%	-$438K	0.04%	283
2021 Q1	$1.29M	Hold	14,563	–	–	0.06%	209
2020 Q4	$1.35M	Buy	14,563 +7,563	+108%	+$704K	0.07%	194
2020 Q3	$654K	Hold	7,000	–	–	0.05%	259
2020 Q2	$652K	Hold	7,000	–	–	0.05%	263
2020 Q1	$625K	Sell	7,000 -35	-0.5%	-$3.1K	0.06%	251
2019 Q4	$614K	Hold	7,035	–	–	0.05%	270
2019 Q3	$619K	Buy	+7,035	New	+$615K	0.06%	231
2018 Q4	–	Sell	-78	Closed	-$6K	–	1119
2018 Q3	$6K	Hold	78	–	–	﹤0.01%	900
2018 Q2	$6K	Hold	78	–	–	﹤0.01%	1135
2018 Q1	$6K	Hold	78	–	–	﹤0.01%	1120
2017 Q4	$7K	Buy	+78	New	+$6.57K	﹤0.01%	1029
2017 Q3	–	Sell	-78	Closed	-$7K	–	1050
2017 Q2	$7K	Buy	+78	New	+$6.59K	﹤0.01%	1000

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

OneDigital Investment Advisors's BIV Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.1% in Q2 2026, selling an estimated $105K and leaving 31,868 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #458.

OneDigital Investment Advisors first reported a position in BIV in Q2 2017 and has held it in 29 quarters since. The position peaked at $10.1M in Q3 2024. 764 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

OneDigital Investment Advisors held 31,868 shares of Vanguard Intermediate-Term Bond ETF worth $2.44M as of Q2 2026.
OneDigital Investment Advisors sold 1,367 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $105K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #458 holding.
OneDigital Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2017 and has held it in 29 quarters since.
OneDigital Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $10.1M in Q3 2024.
764 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.