Cedar Mountain Advisors
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Cedar Mountain Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cedar Mountain Advisors’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 		$73.6K Buy
1,010
+1
+0.1% +$75 0.01% 122
2026
Q2 		$77.4K Buy
1,009
+10
+1% +$768 0.01% 126
2026
Q1 		$77.1K Buy
999
+7
+0.7% +$545 0.02% 109
2025
Q4 		$77.3K Buy
992
+13
+1% +$1.02K 0.01% 92
2025
Q3 		$76.5K Buy
+979
New +$75.8K 0.01% 91
2025
Q2 		– Sell
-960
Closed -$73.5K – 362
2025
Q1 		$73.5K Buy
960
+3
+0.3% +$226 0.02% 79
2024
Q4 		$71.5K Buy
957
+933
+3,888% +$70.9K 0.02% 74
2024
Q3 		$1.88K Hold
24
– – ﹤0.01% 284
2024
Q2 		$1.8K Hold
24
– – ﹤0.01% 280
2024
Q1 		$1.81K Hold
24
– – ﹤0.01% 281
2023
Q4 		$1.83K Sell
24
-59
-71% -$4.32K ﹤0.01% 271
2023
Q3 		$6K Hold
83
– – ﹤0.01% 199
2023
Q2 		$6.24K Sell
83
-127
-60% -$9.7K ﹤0.01% 193
2023
Q1 		$16.1K Buy
210
+127
+153% +$9.6K ﹤0.01% 127
2022
Q4 		$6.17K Hold
83
– – ﹤0.01% 198
2022
Q3 		$6K Hold
83
– – ﹤0.01% 194
2022
Q2 		$6K Sell
83
-135
-62% -$10.6K ﹤0.01% 201
2022
Q1 		$18K Hold
218
– – 0.01% 132
2021
Q4 		$19K Buy
+218
New +$19.3K 0.01% 128
2020
Q1 		– Sell
-26
Closed -$2K – 240
2019
Q4 		$2K Buy
+26
New +$2.28K ﹤0.01% 210

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
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Cedar Mountain Advisors's BIV Position: Q3 2026 in Review

Cedar Mountain Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.1% in Q3 2026, buying an estimated $75 and bringing the position to 1,010 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #122.

Cedar Mountain Advisors first reported a position in BIV in Q4 2019 and has held it in 20 quarters since. The position peaked at $77.4K in Q2 2026. 617 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Cedar Mountain Advisors held 1,010 shares of Vanguard Intermediate-Term Bond ETF worth $73.6K as of Q3 2026.
  • Cedar Mountain Advisors bought 1 Vanguard Intermediate-Term Bond ETF share in Q3 2026, an estimated $75.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #122 holding.
  • Cedar Mountain Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • Cedar Mountain Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $77.4K in Q2 2026.
  • 617 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.