Ashton Thomas Securities
BIV icon

Ashton Thomas Securities’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ashton Thomas Securities’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 		$638K Sell
8,763
-903
-9% -$67.9K 0.07% 224
2026
Q2 		$742K Buy
9,666
+679
+8% +$52.1K 0.11% 175
2026
Q1 		$694K Sell
8,987
-64
-0.7% -$4.98K 0.09% 208
2025
Q4 		$705K Buy
9,051
+329
+4% +$25.7K 0.13% 145
2025
Q3 		$681K Sell
8,722
-1,371
-14% -$106K 0.1% 192
2025
Q2 		$781K Buy
10,093
+20
+0.2% +$1.52K 0.19% 128
2025
Q1 		$771K Buy
10,073
+77
+0.8% +$5.81K 0.21% 120
2024
Q4 		$747K Buy
9,996
+152
+2% +$11.6K 0.21% 117
2024
Q3 		$771K Buy
9,844
+264
+3% +$20.4K 0.15% 143
2024
Q2 		$740K Buy
+9,580
New +$712K 0.18% 132

Other funds holding BIV

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Ashton Thomas Securities's BIV Position: Q3 2026 in Review

Ashton Thomas Securities reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 9.3% in Q3 2026, selling an estimated $67.9K and leaving 8,763 shares worth $638K. The position accounts for 0.07% of the portfolio, ranked #224.

Ashton Thomas Securities first reported a position in BIV in Q2 2024 and has held it in 10 quarters since. The position peaked at $781K in Q2 2025. 796 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Ashton Thomas Securities held 8,763 shares of Vanguard Intermediate-Term Bond ETF worth $638K as of Q3 2026.
  • Ashton Thomas Securities sold 903 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $67.9K.
  • Vanguard Intermediate-Term Bond ETF made up 0.07% of Ashton Thomas Securities's portfolio in Q3 2026, its #224 holding.
  • Ashton Thomas Securities first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • Ashton Thomas Securities's Vanguard Intermediate-Term Bond ETF position peaked at $781K in Q2 2025.
  • 796 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Ashton Thomas Securities's 13F filing for Q3 2026, filed 26 Oct 2026.