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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
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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Professional Financial Advisors's BIV Position: Q2 2026 in Review

Professional Financial Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 12% in Q2 2026, buying an estimated $473K and bringing the position to 57,710 shares worth $4.43M. The position accounts for 0.77% of the portfolio, ranked #21.

Professional Financial Advisors first reported a position in BIV in Q4 2019 and has held it in 17 quarters since. The position peaked at $5.12M in Q1 2022. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Professional Financial Advisors held 57,710 shares of Vanguard Intermediate-Term Bond ETF worth $4.43M as of Q2 2026.
  • Professional Financial Advisors bought 6,167 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $473K.
  • Vanguard Intermediate-Term Bond ETF made up 0.77% of Professional Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Professional Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • Professional Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $5.12M in Q1 2022.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.