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

CogentBlue 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 		$721K Buy
+9,399
New +$722K 0.41% 40

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 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
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

CogentBlue Wealth Advisors opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 9,399 shares worth $721K. The stake represents 0.41% of the portfolio and ranks #40 among its holdings.

242 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • CogentBlue Wealth Advisors held 9,399 shares of Vanguard Intermediate-Term Bond ETF worth $721K as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new CogentBlue Wealth Advisors position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.41% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • 242 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.