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 Q3	$2.18M	Buy	29,864 +3,579	+14%	+$269K	0.86%	22
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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Physician Wealth Solutions's BIV Position: Q3 2026 in Review

Physician Wealth Solutions increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 14% in Q3 2026, buying an estimated $269K and bringing the position to 29,864 shares worth $2.18M. The position accounts for 0.86% of the portfolio, ranked #22.

Physician Wealth Solutions first reported a position in BIV in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.22M in Q4 2023. 702 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

Physician Wealth Solutions held 29,864 shares of Vanguard Intermediate-Term Bond ETF worth $2.18M as of Q3 2026.
Physician Wealth Solutions bought 3,579 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $269K.
Vanguard Intermediate-Term Bond ETF made up 0.86% of Physician Wealth Solutions's portfolio in Q3 2026, its #22 holding.
Physician Wealth Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 12 quarters since.
Physician Wealth Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $3.22M in Q4 2023.
702 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.