AIA
BIV icon

Allied Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Allied Investment 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 		$65.3M Buy
896,849
+741,376
+477% +$55.7M 6.17% 3
2026
Q2 		$11.9M Buy
+155,473
New +$11.9M 1.5% 35

Other funds holding BIV

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 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
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
Farther Finance Advisors
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
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
BCA
Ballentine Capital Advisors Greenville, South Carolina $266M AUM 11.26% 1-Year Est. Return

Allied Investment Advisors's BIV Position: Q3 2026 in Review

Allied Investment Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 477% in Q3 2026, buying an estimated $55.7M and bringing the position to 896,849 shares worth $65.3M. The position accounts for 6.17% of the portfolio, ranked #3.

Allied Investment Advisors first reported a position in BIV in Q2 2026 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Allied Investment Advisors held 896,849 shares of Vanguard Intermediate-Term Bond ETF worth $65.3M as of Q3 2026.
  • Allied Investment Advisors bought 741,376 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $55.7M.
  • Vanguard Intermediate-Term Bond ETF made up 6.17% of Allied Investment Advisors's portfolio in Q3 2026, its #3 holding.
  • Allied Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.