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Professional Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Professional Financial 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
Q3 		$4.36M Buy
59,866
+2,156
+4% +$162K 0.74% 22
2026
Q2 		$4.43M Buy
57,710
+6,167
+12% +$473K 0.77% 21
2026
Q1 		$3.98M Buy
51,543
+42,592
+476% +$3.32M 0.81% 23
2025
Q4 		$697K Buy
8,951
+94
+1% +$7.35K 0.14% 76
2025
Q3 		$692K Buy
8,857
+1,905
+27% +$147K 0.15% 78
2025
Q2 		$538K Buy
6,952
+3,441
+98% +$262K 0.12% 81
2025
Q1 		$269K Buy
3,511
+133
+4% +$10K 0.07% 94
2024
Q4 		$252K Buy
3,378
+50
+2% +$3.8K 0.06% 96
2024
Q3 		$261K Buy
3,328
+34
+1% +$2.62K 0.07% 94
2024
Q2 		$247K Sell
3,294
-27
-0.8% -$2.01K 0.07% 93
2024
Q1 		$250K Sell
3,321
-224
-6% -$16.9K 0.07% 92
2023
Q4 		$271K Buy
3,545
+545
+18% +$39.9K 0.09% 77
2023
Q3 		$217K Buy
+3,000
New +$222K 0.1% 86
2022
Q4 		– Sell
-35,637
Closed -$2.62M – 114
2022
Q3 		$2.62M Sell
35,637
-151
-0.4% -$11.7K 1.62% 12
2022
Q2 		$2.78M Sell
35,788
-26,762
-43% -$2.1M 1.55% 12
2022
Q1 		$5.12M Buy
62,550
+9,109
+17% +$769K 2.21% 11
2021
Q4 		$4.68M Buy
+53,441
New +$4.74M 2.02% 10
2020
Q1 		– Sell
-3,654
Closed -$319K – 52
2019
Q4 		$319K Buy
+3,654
New +$320K 0.3% 64

Other funds holding BIV

AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

Professional Financial Advisors's BIV Position: Q3 2026 in Review

Professional Financial Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.7% in Q3 2026, buying an estimated $162K and bringing the position to 59,866 shares worth $4.36M. The position accounts for 0.74% of the portfolio, ranked #22.

Professional Financial Advisors first reported a position in BIV in Q4 2019 and has held it in 18 quarters since. The position peaked at $5.12M in Q1 2022. 100 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Professional Financial Advisors held 59,866 shares of Vanguard Intermediate-Term Bond ETF worth $4.36M as of Q3 2026.
  • Professional Financial Advisors bought 2,156 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $162K.
  • Vanguard Intermediate-Term Bond ETF made up 0.74% of Professional Financial Advisors's portfolio in Q3 2026, its #22 holding.
  • Professional Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 18 quarters since.
  • Professional Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $5.12M in Q1 2022.
  • 100 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.