Swisher Financial Concepts’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Swisher Financial Concepts’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	$71.3K	Sell	929 -4,317	-82%	-$331K	0.04%	97
2026 Q1	$405K	Sell	5,246 -403	-7%	-$31.4K	0.23%	60
2025 Q4	$440K	Buy	5,649 +1,038	+23%	+$81.2K	0.25%	55
2025 Q3	$360K	Buy	4,611 +1,185	+35%	+$91.7K	0.22%	57
2025 Q2	$265K	Buy	3,426 +20	+0.6%	+$1.52K	0.17%	78
2025 Q1	$261K	Buy	3,406 +144	+4%	+$10.9K	0.22%	60
2024 Q4	$244K	Sell	3,262 -1,177	-27%	-$89.5K	0.29%	52
2024 Q3	$346K	Sell	4,439 -40	-0.9%	-$3.08K	0.22%	65
2024 Q2	$334K	Buy	4,479 +11	+0.2%	+$817	0.34%	52
2024 Q1	$330K	Sell	4,468 -91	-2%	-$6.86K	0.29%	53
2023 Q4	$345K	Buy	+4,559	New	+$334K	0.33%	53

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

Swisher Financial Concepts's BIV Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 82% in Q2 2026, selling an estimated $331K and leaving 929 shares worth $71.3K. The position accounts for 0.04% of the portfolio, ranked #97.

Swisher Financial Concepts first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $440K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Swisher Financial Concepts held 929 shares of Vanguard Intermediate-Term Bond ETF worth $71.3K as of Q2 2026.
Swisher Financial Concepts sold 4,317 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $331K.
Vanguard Intermediate-Term Bond ETF made up 0.04% of Swisher Financial Concepts's portfolio in Q2 2026, its #97 holding.
Swisher Financial Concepts first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Swisher Financial Concepts's Vanguard Intermediate-Term Bond ETF position peaked at $440K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.