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Beacon Financial Strategies’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Beacon Financial Strategies’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 		$177K Buy
+2,305
New +$177K 0.09% 54

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
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
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Beacon Financial Strategies's BIV Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 2,305 shares worth $177K. The stake represents 0.09% of the portfolio and ranks #54 among its holdings.

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

  • Beacon Financial Strategies held 2,305 shares of Vanguard Intermediate-Term Bond ETF worth $177K as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Beacon Financial Strategies position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.09% of Beacon Financial Strategies's portfolio in Q2 2026, its #54 holding.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.