PFA
BIV icon

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
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

SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 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
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return