EWP
BIV icon

Elevation Wealth Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Elevation Wealth Partners’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 		$105K Hold
1,440
– – 0.03% 200
2026
Q2 		$110K Buy
+1,440
New +$111K 0.03% 185

Other funds holding BIV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
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
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elevation Wealth Partners's BIV Position: Q3 2026 in Review

Elevation Wealth Partners held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2026 at 1,440 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #200.

Elevation Wealth Partners first reported a position in BIV in Q2 2026 and has held it in 2 quarters since. The position peaked at $110K in Q2 2026. 92 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Elevation Wealth Partners held 1,440 shares of Vanguard Intermediate-Term Bond ETF worth $105K as of Q3 2026.
  • Elevation Wealth Partners left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #200 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $110K in Q2 2026.
  • 92 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.