AWM
BIV icon

Avior Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Avior Wealth Management’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 		$34.1M Buy
445,048
+10,495
+2% +$806K 0.9% 26
2026
Q1 		$33.5M Buy
434,553
+12,998
+3% +$1.01M 0.95% 23
2025
Q4 		$32.8M Buy
421,555
+18,688
+5% +$1.46M 1.02% 22
2025
Q3 		$31.5M Buy
402,867
+13,494
+3% +$1.04M 1.01% 23
2025
Q2 		$30.1M Buy
389,373
+1,470
+0.4% +$112K 1.04% 22
2025
Q1 		$29.7M Sell
387,903
-7,035
-2% -$531K 1.13% 20
2024
Q4 		$29.5M Buy
394,938
+17,888
+5% +$1.36M 1.08% 21
2024
Q3 		$29.5M Buy
377,050
+11,879
+3% +$916K 1.18% 17
2024
Q2 		$27.3M Buy
365,171
+309,305
+554% +$23M 1.18% 18
2024
Q1 		$4.21M Sell
55,866
-8,948
-14% -$674K 0.2% 97
2023
Q4 		$4.95M Sell
64,814
-14,984
-19% -$1.1M 0.3% 67
2023
Q3 		$5.77M Sell
79,798
-15,974
-17% -$1.18M 0.39% 54
2023
Q2 		$7.2M Sell
95,772
-12,626
-12% -$962K 0.47% 50
2023
Q1 		$8.32M Sell
108,398
-9,773
-8% -$740K 0.57% 41
2022
Q4 		$8.78M Buy
118,171
+37,815
+47% +$2.8M 0.66% 34
2022
Q3 		$5.9M Buy
80,356
+64,906
+420% +$5.02M 0.49% 41
2022
Q2 		$1.2M Sell
15,450
-11,903
-44% -$933K 0.12% 130
2022
Q1 		$2.24M Buy
27,353
+5,741
+27% +$485K 0.19% 100
2021
Q4 		$1.89M Sell
21,612
-8,510
-28% -$755K 0.16% 111
2021
Q3 		$2.69M Sell
30,122
-646
-2% -$58.5K 0.22% 89
2021
Q2 		$2.77M Buy
30,768
+1,162
+4% +$104K 0.28% 84
2021
Q1 		$2.63M Buy
29,606
+6,629
+29% +$602K 0.28% 83
2020
Q4 		$2.13M Buy
22,977
+9,223
+67% +$859K 0.26% 88
2020
Q3 		$1.28M Buy
13,754
+3,306
+32% +$310K 0.18% 121
2020
Q2 		$973K Buy
10,448
+505
+5% +$46.2K 0.15% 141
2020
Q1 		$888K Buy
9,943
+8,368
+531% +$742K 0.18% 131
2019
Q4 		$137K Buy
1,575
+1,028
+188% +$90K 0.02% 403
2019
Q3 		$48K Buy
547
+4
+0.7% +$349 0.01% 460
2019
Q2 		$47K Hold
543
– – 0.01% 454
2019
Q1 		$45K Sell
543
-32
-6% -$2.63K 0.01% 437
2018
Q4 		$46K Hold
575
– – 0.01% 472
2018
Q3 		$46K Hold
575
– – 0.01% 488
2018
Q2 		$47K Hold
575
– – 0.01% 490
2018
Q1 		$47K Hold
575
– – 0.01% 494
2017
Q4 		$48K Hold
575
– – 0.01% 489
2017
Q3 		$49K Hold
575
– – 0.02% 218
2017
Q2 		$49K Sell
575
-2,529
-81% -$214K 0.02% 195
2017
Q1 		$259K Buy
3,104
+40
+1% +$3.33K 0.09% 132
2016
Q4 		$255K Sell
3,064
-69
-2% -$5.86K 0.1% 127
2016
Q3 		$275K Buy
3,133
+613
+24% +$53.8K 0.11% 125
2016
Q2 		$222K Buy
2,520
+785
+45% +$67.9K 0.09% 124
2016
Q1 		$150K Buy
1,735
+511
+42% +$43.3K 0.07% 132
2015
Q4 		$102K Buy
1,224
+58
+5% +$4.88K 0.06% 137
2015
Q3 		$99K Buy
1,166
+7
+0.6% +$589 0.06% 133
2015
Q2 		$97K Sell
1,159
-790
-41% -$67.2K 0.08% 97
2015
Q1 		$168K Buy
1,949
+144
+8% +$12.4K 0.13% 71
2014
Q4 		$153K Buy
1,805
+740
+69% +$62.9K 0.12% 71
2014
Q3 		$90K Buy
+1,065
New +$90K 0.08% 103

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
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 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
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Avior Wealth Management's BIV Position: Q2 2026 in Review

Avior Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.4% in Q2 2026, buying an estimated $806K and bringing the position to 445,048 shares worth $34.1M. The position accounts for 0.9% of the portfolio, ranked #26.

Avior Wealth Management first reported a position in BIV in Q3 2014 and has held it in 48 quarters since. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Avior Wealth Management held 445,048 shares of Vanguard Intermediate-Term Bond ETF worth $34.1M as of Q2 2026.
  • Avior Wealth Management bought 10,495 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $806K.
  • Vanguard Intermediate-Term Bond ETF made up 0.9% of Avior Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Avior Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2014 and has held it in 48 quarters since.
  • 347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.