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

Beaird Harris 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 		$1.55M Sell
20,269
-15
-0.1% -$1.15K 0.1% 64
2026
Q1 		$1.57M Sell
20,284
-7,863
-28% -$612K 0.11% 63
2025
Q4 		$2.19M Buy
28,147
+1,804
+7% +$141K 0.15% 53
2025
Q3 		$2.06M Sell
26,343
-207
-0.8% -$16K 0.15% 54
2025
Q2 		$2.05M Sell
26,550
-643
-2% -$49K 0.16% 52
2025
Q1 		$2.08M Buy
27,193
+304
+1% +$22.9K 0.18% 48
2024
Q4 		$2.01M Buy
26,889
+1,405
+6% +$107K 0.17% 49
2024
Q3 		$2M Buy
25,484
+3,036
+14% +$234K 0.17% 48
2024
Q2 		$1.68M Sell
22,448
-8,222
-27% -$611K 0.16% 53
2024
Q1 		$2.31M Buy
30,670
+2,456
+9% +$185K 0.23% 42
2023
Q4 		$2.16M Buy
28,214
+16,295
+137% +$1.19M 0.23% 43
2023
Q3 		$862K Buy
11,919
+7,841
+192% +$580K 0.1% 49
2023
Q2 		$307K Buy
4,078
+3,344
+456% +$255K 0.04% 75
2023
Q1 		$56.3K Buy
734
+630
+606% +$47.7K 0.01% 165
2022
Q4 		$7.73K Buy
104
+9
+9% +$667 ﹤0.01% 355
2022
Q3 		$7K Buy
+95
New +$7.35K ﹤0.01% 311
2022
Q1 		– Sell
-15,334
Closed -$1.34M – 619
2021
Q4 		$1.34M Buy
+15,334
New +$1.36M 0.49% 32

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

Beaird Harris Wealth Management's BIV Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.07% in Q2 2026, selling an estimated $1.15K and leaving 20,269 shares worth $1.55M. The position accounts for 0.1% of the portfolio, ranked #64.

Beaird Harris Wealth Management first reported a position in BIV in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.31M in Q1 2024. 191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Beaird Harris Wealth Management held 20,269 shares of Vanguard Intermediate-Term Bond ETF worth $1.55M as of Q2 2026.
  • Beaird Harris Wealth Management sold 15 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.15K.
  • Vanguard Intermediate-Term Bond ETF made up 0.1% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Beaird Harris Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Beaird Harris Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.31M in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.