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

Clarity Wealth 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 		$12M Buy
155,914
+9,067
+6% +$696K 2.11% 16
2026
Q1 		$11.3M Buy
146,847
+11,823
+9% +$920K 2.33% 16
2025
Q4 		$10.5M Buy
135,024
+21,013
+18% +$1.64M 2.15% 16
2025
Q3 		$8.9M Buy
114,011
+17,562
+18% +$1.36M 1.96% 20
2025
Q2 		$7.46M Buy
96,449
+4,630
+5% +$353K 1.84% 21
2025
Q1 		$7.03M Buy
91,819
+4,942
+6% +$373K 1.95% 18
2024
Q4 		$6.49M Buy
86,877
+16,528
+23% +$1.26M 1.77% 19
2024
Q3 		$5.51M Buy
70,349
+22,519
+47% +$1.74M 1.6% 23
2024
Q2 		$3.58M Buy
47,830
+3,303
+7% +$245K 1.16% 27
2024
Q1 		$3.36M Buy
44,527
+12,286
+38% +$926K 1.14% 27
2023
Q4 		$2.46M Buy
+32,241
New +$2.36M 0.93% 31

Other funds holding BIV

TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
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

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

Clarity Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.2% in Q2 2026, buying an estimated $696K and bringing the position to 155,914 shares worth $12M. The position accounts for 2.11% of the portfolio, ranked #16.

Clarity Wealth Advisors first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Clarity Wealth Advisors held 155,914 shares of Vanguard Intermediate-Term Bond ETF worth $12M as of Q2 2026.
  • Clarity Wealth Advisors bought 9,067 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $696K.
  • Vanguard Intermediate-Term Bond ETF made up 2.11% of Clarity Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Clarity Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.