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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
Q2 		$110K Buy
+1,440
New +$111K 0.03% 185

Other funds holding BIV

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Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Elevation Wealth Partners's BIV Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 1,440 shares worth $110K. The stake represents 0.03% of the portfolio and ranks #185 among its holdings.

459 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Elevation Wealth Partners held 1,440 shares of Vanguard Intermediate-Term Bond ETF worth $110K as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Elevation Wealth Partners position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #185 holding.
  • 459 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.