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

Boyd 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
Q3 		$16.6M Buy
228,490
+12,402
+6% +$932K 5.83% 4
2026
Q2 		$16.6M Buy
216,088
+78,266
+57% +$6.01M 6.27% 5
2026
Q1 		$10.6M Buy
137,822
+3,469
+3% +$270K 4.5% 7
2025
Q4 		$10.5M Sell
134,353
-152,137
-53% -$11.9M 4.44% 9
2025
Q3 		$22.4M Buy
286,490
+279,142
+3,799% +$21.6M 9.63% 2
2025
Q2 		$568K Buy
7,348
+1,076
+17% +$82K 0.25% 33
2025
Q1 		$480K Sell
6,272
-1,026
-14% -$77.4K 0.24% 33
2024
Q4 		$545K Sell
7,298
-267
-4% -$20.3K 0.27% 30
2024
Q3 		$593K Buy
7,565
+298
+4% +$23K 0.3% 30
2024
Q2 		$544K Sell
7,267
-4,608
-39% -$342K 0.3% 29
2024
Q1 		$895K Buy
11,875
+1,666
+16% +$126K 0.51% 24
2023
Q4 		$780K Buy
10,209
+3,649
+56% +$267K 0.48% 26
2023
Q3 		$474K Sell
6,560
-71
-1% -$5.25K 0.32% 33
2023
Q2 		$499K Sell
6,631
-1,107
-14% -$84.3K 0.3% 33
2023
Q1 		$594K Sell
7,738
-946
-11% -$71.6K 0.41% 29
2022
Q4 		$645K Sell
8,684
-674
-7% -$49.9K 0.47% 25
2022
Q3 		$688K Buy
9,358
+4,750
+103% +$367K 0.55% 22
2022
Q2 		$358K Buy
+4,608
New +$361K 0.29% 37

Other funds holding BIV

Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Discipline Wealth Solutions
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
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Boyd Wealth Management's BIV Position: Q3 2026 in Review

Boyd Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.7% in Q3 2026, buying an estimated $932K and bringing the position to 228,490 shares worth $16.6M. The position accounts for 5.83% of the portfolio, ranked #4.

Boyd Wealth Management first reported a position in BIV in Q2 2022 and has held it in 18 quarters since. The position peaked at $22.4M in Q3 2025. 310 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Boyd Wealth Management held 228,490 shares of Vanguard Intermediate-Term Bond ETF worth $16.6M as of Q3 2026.
  • Boyd Wealth Management bought 12,402 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $932K.
  • Vanguard Intermediate-Term Bond ETF made up 5.83% of Boyd Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Boyd Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Boyd Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $22.4M in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.