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Clayton Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Clayton Financial Group’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 		– Sell
-15
Closed -$1.16K – 120
2026
Q1 		$1.16K Hold
15
– – ﹤0.01% 546
2025
Q4 		$1.17K Buy
+15
New +$1.17K ﹤0.01% 535

Other funds holding BIV

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
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return

Clayton Financial Group's BIV Position: Q2 2026 in Review

Clayton Financial Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 15 shares — an estimated $1.16K sold.

Clayton Financial Group first reported a position in BIV in Q4 2025 and held it in 2 quarters. The position peaked at $1.17K in Q4 2025. 476 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Clayton Financial Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 15 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.16K.
  • Clayton Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $1.17K in Q4 2025.
  • 476 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.