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

PFG 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 		$5.52M Buy
71,980
+395
+0.6% +$30.3K 0.28% 77
2026
Q1 		$5.52M Sell
71,585
-117
-0.2% -$9.11K 0.27% 89
2025
Q4 		$5.58M Buy
71,702
+9,851
+16% +$770K 0.27% 82
2025
Q3 		$4.83M Buy
+61,851
New +$4.79M 0.2% 135
2025
Q2 		– Sell
-58,528
Closed -$4.48M – 628
2025
Q1 		$4.48M Buy
58,528
+46,005
+367% +$3.47M 0.25% 101
2024
Q4 		$936K Buy
12,523
+478
+4% +$36.3K 0.06% 330
2024
Q3 		$944K Buy
12,045
+7,373
+158% +$568K 0.06% 315
2024
Q2 		$350K Buy
4,672
+641
+16% +$47.6K 0.02% 512
2024
Q1 		$304K Sell
4,031
-365
-8% -$27.5K 0.02% 521
2023
Q4 		$336K Sell
4,396
-281
-6% -$20.6K 0.03% 457
2023
Q3 		$338K Sell
4,677
-1,444
-24% -$107K 0.03% 426
2023
Q2 		$460K Buy
6,121
+474
+8% +$36.1K 0.04% 411
2023
Q1 		$433K Buy
5,647
+95
+2% +$7.2K 0.04% 418
2022
Q4 		$413K Sell
5,552
-810
-13% -$60K 0.04% 395
2022
Q3 		$467K Buy
+6,362
New +$492K 0.05% 331
2022
Q1 		– Sell
-13,495
Closed -$1.18M – 421
2021
Q4 		$1.18M Buy
13,495
+789
+6% +$70K 0.12% 219
2021
Q3 		$1.14M Sell
12,706
-172
-1% -$15.6K 0.13% 220
2021
Q2 		$1.16M Buy
12,878
+3,860
+43% +$345K 0.13% 204
2021
Q1 		$800K Buy
9,018
+52
+0.6% +$4.72K 0.1% 245
2020
Q4 		$832K Buy
8,966
+1,692
+23% +$158K 0.14% 189
2020
Q3 		$677K Buy
7,274
+3,134
+76% +$294K 0.13% 199
2020
Q2 		$386K Buy
4,140
+1,542
+59% +$141K 0.09% 218
2020
Q1 		$237K Sell
2,598
-316
-11% -$28K 0.06% 253
2019
Q4 		$255K Buy
2,914
+36
+1% +$3.15K 0.06% 262
2019
Q3 		$254K Sell
2,878
-154
-5% -$13.5K 0.07% 260
2019
Q2 		$262K Buy
3,032
+642
+27% +$54.2K 0.07% 264
2019
Q1 		$200K Sell
2,390
-745
-24% -$61.3K 0.06% 274
2018
Q4 		$258K Sell
3,135
-1,061
-25% -$85K 0.08% 240
2018
Q3 		$335K Sell
4,196
-2,261
-35% -$183K 0.26% 99
2018
Q2 		$523K Sell
6,457
-3,214
-33% -$260K 0.46% 63
2018
Q1 		$791K Sell
9,671
-341
-3% -$28K 0.75% 40
2017
Q4 		$839K Buy
+10,012
New +$844K 0.88% 35

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

PFG Advisors's BIV Position: Q2 2026 in Review

PFG Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.55% in Q2 2026, buying an estimated $30.3K and bringing the position to 71,980 shares worth $5.52M. The position accounts for 0.28% of the portfolio, ranked #77.

PFG Advisors first reported a position in BIV in Q4 2017 and has held it in 32 quarters since. The position peaked at $5.58M in Q4 2025. 427 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • PFG Advisors held 71,980 shares of Vanguard Intermediate-Term Bond ETF worth $5.52M as of Q2 2026.
  • PFG Advisors bought 395 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $30.3K.
  • Vanguard Intermediate-Term Bond ETF made up 0.28% of PFG Advisors's portfolio in Q2 2026, its #77 holding.
  • PFG Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 32 quarters since.
  • PFG Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $5.58M in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.