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Access Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Access Financial Services’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 		$352K Buy
+4,595
New +$353K 0.12% 88

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Access Financial Services's BIV Position: Q2 2026 in Review

Access Financial Services opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 4,595 shares worth $352K. The stake represents 0.12% of the portfolio and ranks #88 among its holdings.

191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Access Financial Services held 4,595 shares of Vanguard Intermediate-Term Bond ETF worth $352K as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Access Financial Services position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.12% of Access Financial Services's portfolio in Q2 2026, its #88 holding.
  • 191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.