Powers Advisory Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Powers Advisory Group’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	$734K	Sell	9,575 -99	-1%	-$7.6K	0.23%	63
2026 Q1	$747K	Sell	9,674 -122	-1%	-$9.5K	0.26%	58
2025 Q4	$763K	Buy	9,796 +67	+0.7%	+$5.24K	0.29%	53
2025 Q3	$760K	Sell	9,729 -431	-4%	-$33.4K	0.3%	52
2025 Q2	$786K	Buy	10,160 +51	+0.5%	+$3.88K	0.35%	48
2025 Q1	$774K	Buy	10,109 +1,238	+14%	+$93.4K	0.37%	48
2024 Q4	$663K	Buy	8,871 +65	+0.7%	+$4.94K	0.33%	51
2024 Q3	$690K	Sell	8,806 -24	-0.3%	-$1.85K	0.34%	47
2024 Q2	$661K	Buy	8,830 +46	+0.5%	+$3.42K	0.36%	44
2024 Q1	$662K	Sell	8,784 -90	-1%	-$6.78K	0.38%	45
2023 Q4	$678K	Sell	8,874 -1,532	-15%	-$112K	0.42%	45
2023 Q3	$752K	Sell	10,406 -260	-2%	-$19.2K	0.51%	39
2023 Q2	$802K	Sell	10,666 -460	-4%	-$35K	0.53%	39
2023 Q1	$854K	Buy	11,126 +25	+0.2%	+$1.89K	0.6%	36
2022 Q4	$825K	Sell	11,101 -95	-0.8%	-$7.04K	0.61%	37
2022 Q3	$823K	Sell	11,196 -513	-4%	-$39.7K	0.66%	35
2022 Q2	$909K	Sell	11,709 -466	-4%	-$36.5K	0.7%	33
2022 Q1	$997K	Sell	12,175 -2,579	-17%	-$218K	0.69%	35
2021 Q4	$1.29M	Buy	+14,754	New	+$1.31M	0.91%	27

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Powers Advisory Group's BIV Position: Q2 2026 in Review

Powers Advisory Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1% in Q2 2026, selling an estimated $7.6K and leaving 9,575 shares worth $734K. The position accounts for 0.23% of the portfolio, ranked #63.

Powers Advisory Group first reported a position in BIV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.29M in Q4 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Powers Advisory Group held 9,575 shares of Vanguard Intermediate-Term Bond ETF worth $734K as of Q2 2026.
Powers Advisory Group sold 99 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $7.6K.
Vanguard Intermediate-Term Bond ETF made up 0.23% of Powers Advisory Group's portfolio in Q2 2026, its #63 holding.
Powers Advisory Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
Powers Advisory Group's Vanguard Intermediate-Term Bond ETF position peaked at $1.29M in Q4 2021.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.