Discipline Wealth Solutions
BIV icon

Discipline Wealth Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Discipline Wealth Solutions’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 		$64.5M Buy
884,674
+66,226
+8% +$4.98M 5.6% 2
2026
Q2 		$62.8M Buy
818,448
+89,546
+12% +$6.87M 5.48% 2
2026
Q1 		$56.3M Buy
728,902
+98,573
+16% +$7.67M 5.92% 2
2025
Q4 		$49.1M Buy
630,329
+70,446
+13% +$5.51M 9.1% 2
2025
Q3 		$43.7M Buy
559,883
+17,974
+3% +$1.39M 11.53% 1
2025
Q2 		$41.9M Buy
541,909
+39,352
+8% +$3M 16.05% 1
2025
Q1 		$38.5M Sell
502,557
-747
-0.1% -$56.4K 18.37% 1
2024
Q4 		$37.6M Buy
503,304
+42,643
+9% +$3.24M 17.42% 1
2024
Q3 		$36.1M Buy
460,661
+37,905
+9% +$2.92M 19.06% 1
2024
Q2 		$31.7M Buy
422,756
+44,724
+12% +$3.32M 25% 1
2024
Q1 		$28.2M Buy
378,032
+99,511
+36% +$7.5M 26.14% 1
2023
Q4 		$21.1M Buy
+278,521
New +$20.4M 21.1% 1

Other funds holding BIV

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
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
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

Discipline Wealth Solutions's BIV Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.1% in Q3 2026, buying an estimated $4.98M and bringing the position to 884,674 shares worth $64.5M. The position accounts for 5.6% of the portfolio, ranked #2.

Discipline Wealth Solutions first reported a position in BIV in Q4 2023 and has held it in 12 quarters since. 431 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Discipline Wealth Solutions held 884,674 shares of Vanguard Intermediate-Term Bond ETF worth $64.5M as of Q3 2026.
  • Discipline Wealth Solutions bought 66,226 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $4.98M.
  • Vanguard Intermediate-Term Bond ETF made up 5.6% of Discipline Wealth Solutions's portfolio in Q3 2026, its #2 holding.
  • Discipline Wealth Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 431 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.