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

Convergence Financial’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	$2.38M	Buy	+32,716	New	+$2.46M	0.33%	57

Other funds holding BIV

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Convergence Financial's BIV Position: Q3 2026 in Review

Convergence Financial opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026: 32,716 shares worth $2.38M. The stake represents 0.33% of the portfolio and ranks #57 among its holdings.

617 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

Convergence Financial held 32,716 shares of Vanguard Intermediate-Term Bond ETF worth $2.38M as of Q3 2026.
Vanguard Intermediate-Term Bond ETF was a new Convergence Financial position in Q3 2026.
Vanguard Intermediate-Term Bond ETF made up 0.33% of Convergence Financial's portfolio in Q3 2026, its #57 holding.
617 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.