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

Physician Wealth Solutions’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 		$2.02M Sell
26,285
-541
-2% -$41.5K 0.76% 23
2026
Q1 		$2.07M Sell
26,826
-3,721
-12% -$290K 0.86% 23
2025
Q4 		$2.38M Sell
30,547
-579
-2% -$45.3K 1.01% 24
2025
Q3 		$2.43M Sell
31,126
-794
-2% -$61.5K 1.06% 23
2025
Q2 		$2.47M Sell
31,920
-3,251
-9% -$248K 1.14% 23
2025
Q1 		$2.69M Sell
35,171
-1,617
-4% -$122K 1.35% 21
2024
Q4 		$2.75M Buy
36,788
+134
+0.4% +$10.2K 1.38% 21
2024
Q3 		$2.79M Sell
36,654
-1,654
-4% -$128K 1.39% 21
2024
Q2 		$2.87M Sell
38,308
-115
-0.3% -$8.55K 2.05% 17
2024
Q1 		$2.9M Sell
38,423
-3,777
-9% -$285K 2.43% 15
2023
Q4 		$3.22M Buy
+42,200
New +$3.09M 3.22% 13

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
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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

Physician Wealth Solutions reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2% in Q2 2026, selling an estimated $41.5K and leaving 26,285 shares worth $2.02M. The position accounts for 0.76% of the portfolio, ranked #23.

Physician Wealth Solutions first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.22M in Q4 2023. 191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Physician Wealth Solutions held 26,285 shares of Vanguard Intermediate-Term Bond ETF worth $2.02M as of Q2 2026.
  • Physician Wealth Solutions sold 541 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $41.5K.
  • Vanguard Intermediate-Term Bond ETF made up 0.76% of Physician Wealth Solutions's portfolio in Q2 2026, its #23 holding.
  • Physician Wealth Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Physician Wealth Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $3.22M in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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