DecisionPoint Financial
BIV icon

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

DecisionPoint 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 		$5.97K Buy
+82
New +$6.16K ﹤0.01% 267
2024
Q2 		– Sell
-174
Closed -$12.8K – 244
2024
Q1 		$12.8K Buy
+174
New +$13.1K 0.01% 150

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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

DecisionPoint Financial's BIV Position: Q3 2026 in Review

DecisionPoint Financial opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026: 82 shares worth $5.97K. The stake represents ﹤0.01% of the portfolio and ranks #267 among its holdings. This is a return to the name: DecisionPoint Financial previously reported a position in BIV as recently as Q1 2024.

DecisionPoint Financial first reported a position in BIV in Q1 2024 and has held it in 2 quarters since. The position peaked at $12.8K in Q1 2024. 398 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • DecisionPoint Financial held 82 shares of Vanguard Intermediate-Term Bond ETF worth $5.97K as of Q3 2026.
  • Vanguard Intermediate-Term Bond ETF was a new DecisionPoint Financial position in Q3 2026.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #267 holding.
  • DecisionPoint Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 2 quarters since.
  • DecisionPoint Financial's Vanguard Intermediate-Term Bond ETF position peaked at $12.8K in Q1 2024.
  • 398 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

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