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Clarity Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Clarity Capital 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
Q2 		$6.53M Buy
85,163
+526
+0.6% +$40.4K 2.74% 12
2026
Q1 		$6.53M Buy
84,637
+821
+1% +$63.9K 3.04% 12
2025
Q4 		$6.53M Buy
83,816
+6,891
+9% +$539K 3.26% 11
2025
Q3 		$6.01M Buy
76,925
+1,436
+2% +$111K 3.27% 11
2025
Q2 		$5.84M Buy
75,489
+4,623
+7% +$352K 3.41% 10
2025
Q1 		$5.43M Buy
70,866
+599
+0.9% +$45.2K 3.56% 9
2024
Q4 		$5.25M Buy
70,267
+20,010
+40% +$1.52M 3.52% 9
2024
Q3 		$3.94M Buy
50,257
+3,707
+8% +$286K 2.83% 11
2024
Q2 		$3.49M Buy
46,550
+2,773
+6% +$206K 2.69% 11
2024
Q1 		$3.3M Sell
43,777
-4,148
-9% -$313K 2.63% 12
2023
Q4 		$3.66M Buy
+47,925
New +$3.51M 3.18% 10

Other funds holding BIV

ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Clarity Capital Advisors's BIV Position: Q2 2026 in Review

Clarity Capital Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.62% in Q2 2026, buying an estimated $40.4K and bringing the position to 85,163 shares worth $6.53M. The position accounts for 2.74% of the portfolio, ranked #12.

Clarity Capital Advisors first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.53M in Q1 2026. 486 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Clarity Capital Advisors held 85,163 shares of Vanguard Intermediate-Term Bond ETF worth $6.53M as of Q2 2026.
  • Clarity Capital Advisors bought 526 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $40.4K.
  • Vanguard Intermediate-Term Bond ETF made up 2.74% of Clarity Capital Advisors's portfolio in Q2 2026, its #12 holding.
  • Clarity Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Clarity Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $6.53M in Q1 2026.
  • 486 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.