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

PFG Investments’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 		$2.43M Sell
31,657
-1,403
-4% -$108K 0.09% 182
2026
Q1 		$2.55M Sell
33,060
-4,355
-12% -$339K 0.12% 154
2025
Q4 		$2.91M Buy
37,415
+1,819
+5% +$142K 0.14% 132
2025
Q3 		$2.78M Buy
35,596
+1,889
+6% +$146K 0.14% 131
2025
Q2 		$2.61M Buy
33,707
+1,009
+3% +$76.8K 0.15% 123
2025
Q1 		$2.5M Buy
32,698
+132
+0.4% +$9.96K 0.16% 117
2024
Q4 		$2.43M Buy
32,566
+2,527
+8% +$192K 0.15% 124
2024
Q3 		$2.35M Buy
30,039
+24,230
+417% +$1.87M 0.15% 130
2024
Q2 		$435K Sell
5,809
-232,617
-98% -$17.3M 0.03% 502
2024
Q1 		$18M Buy
238,426
+235,134
+7,143% +$17.7M 1.09% 7
2023
Q4 		$251K Sell
3,292
-66
-2% -$4.83K 0.05% 396
2023
Q3 		$243K Buy
+3,358
New +$248K 0.05% 414

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 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
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

PFG Investments's BIV Position: Q2 2026 in Review

PFG Investments reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.2% in Q2 2026, selling an estimated $108K and leaving 31,657 shares worth $2.43M. The position accounts for 0.09% of the portfolio, ranked #182.

PFG Investments first reported a position in BIV in Q3 2023 and has held it in 12 quarters since. The position peaked at $18M in Q1 2024. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • PFG Investments held 31,657 shares of Vanguard Intermediate-Term Bond ETF worth $2.43M as of Q2 2026.
  • PFG Investments sold 1,403 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $108K.
  • Vanguard Intermediate-Term Bond ETF made up 0.09% of PFG Investments's portfolio in Q2 2026, its #182 holding.
  • PFG Investments first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • PFG Investments's Vanguard Intermediate-Term Bond ETF position peaked at $18M in Q1 2024.
  • 347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.