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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
Q3 		$600K Sell
8,234
-1,165
-12% -$87.6K 0.56% 32
2026
Q2 		$721K Buy
+9,399
New +$722K 0.41% 40

Other funds holding BIV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

CogentBlue Wealth Advisors's BIV Position: Q3 2026 in Review

CogentBlue Wealth Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 12% in Q3 2026, selling an estimated $87.6K and leaving 8,234 shares worth $600K. The position accounts for 0.56% of the portfolio, ranked #32.

CogentBlue Wealth Advisors first reported a position in BIV in Q2 2026 and has held it in 2 quarters since. The position peaked at $721K in Q2 2026. 63 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • CogentBlue Wealth Advisors held 8,234 shares of Vanguard Intermediate-Term Bond ETF worth $600K as of Q3 2026.
  • CogentBlue Wealth Advisors sold 1,165 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $87.6K.
  • Vanguard Intermediate-Term Bond ETF made up 0.56% of CogentBlue Wealth Advisors's portfolio in Q3 2026, its #32 holding.
  • CogentBlue Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • CogentBlue Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $721K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.