Daner Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Daner Wealth Management’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	$359K	Buy	+4,895	New	+$368K	0.2%	59

Other funds holding BIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

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

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Daner Wealth Management's BIV Position: Q3 2026 in Review

Daner Wealth Management opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026: 4,895 shares worth $359K. The stake represents 0.2% of the portfolio and ranks #59 among its holdings.

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

Daner Wealth Management held 4,895 shares of Vanguard Intermediate-Term Bond ETF worth $359K as of Q3 2026.
Vanguard Intermediate-Term Bond ETF was a new Daner Wealth Management position in Q3 2026.
Vanguard Intermediate-Term Bond ETF made up 0.2% of Daner Wealth Management's portfolio in Q3 2026, its #59 holding.
900 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Daner Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.