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

Physician 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	$149K	Buy	1,946 +1,372	+239%	+$105K	0.02%	258
2026 Q1	$44.3K	Buy	574 +56	+11%	+$4.36K	0.01%	422
2025 Q4	$40.4K	Hold	518	–	–	0.01%	423
2025 Q3	$40.5K	Hold	518	–	–	0.01%	406
2025 Q2	$40.1K	Hold	518	–	–	0.01%	377
2025 Q1	$39.7K	Buy	518 +36	+7%	+$2.72K	0.01%	369
2024 Q4	$36K	Buy	+482	New	+$36.6K	0.01%	394

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 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

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

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

Physician Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 239% in Q2 2026, buying an estimated $105K and bringing the position to 1,946 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #258.

Physician Wealth Advisors first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. 537 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Physician Wealth Advisors held 1,946 shares of Vanguard Intermediate-Term Bond ETF worth $149K as of Q2 2026.
Physician Wealth Advisors bought 1,372 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $105K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #258 holding.
Physician Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
537 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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