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

Everhart Financial Group’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 		$29.3M Buy
381,781
+13,494
+4% +$1.04M 1.87% 11
2026
Q1 		$28.4M Sell
368,287
-13,356
-3% -$1.04M 2.42% 7
2025
Q4 		$29.7M Sell
381,643
-26,067
-6% -$2.04M 2.75% 7
2025
Q3 		$31.8M Sell
407,710
-11,098
-3% -$859K 3.19% 5
2025
Q2 		$32.4M Sell
418,808
-62,769
-13% -$4.78M 3.74% 5
2025
Q1 		$36.9M Buy
481,577
+457,120
+1,869% +$34.5M 5.04% 4
2024
Q4 		$1.83M Buy
24,457
+6,662
+37% +$507K 0.38% 48
2024
Q3 		$1.39M Buy
17,795
+6,226
+54% +$480K 0.31% 58
2024
Q2 		$866K Buy
11,569
+442
+4% +$32.8K 0.22% 95
2024
Q1 		$839K Buy
11,127
+2,963
+36% +$223K 0.24% 83
2023
Q4 		$624K Sell
8,164
-5,444
-40% -$399K 0.22% 93
2023
Q3 		$984K Sell
13,608
-178
-1% -$13.2K 0.42% 54
2023
Q2 		$3.61M Buy
13,786
+388
+3% +$29.6K 1.49% 14
2023
Q1 		$1.03M Buy
13,398
+7,189
+116% +$544K 0.46% 46
2022
Q4 		$461K Buy
6,209
+966
+18% +$71.6K 0.23% 89
2022
Q3 		$386K Buy
5,243
+376
+8% +$29.1K 0.21% 92
2022
Q2 		$378K Sell
4,867
-219
-4% -$17.2K 0.23% 103
2022
Q1 		$417K Buy
5,086
+221
+5% +$18.7K 0.24% 86
2021
Q4 		$426K Sell
4,865
-12,264
-72% -$1.09M 0.26% 73
2021
Q3 		$1.53M Sell
17,129
-199
-1% -$18K 1.05% 25
2021
Q2 		$1.56M Sell
17,328
-4,612
-21% -$412K 1.07% 27
2021
Q1 		$1.95M Sell
21,940
-10,700
-33% -$972K 1.71% 15
2020
Q4 		$3.03M Buy
+32,640
New +$3.04M 2.8% 9

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Everhart Financial Group's BIV Position: Q2 2026 in Review

Everhart Financial Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.7% in Q2 2026, buying an estimated $1.04M and bringing the position to 381,781 shares worth $29.3M. The position accounts for 1.87% of the portfolio, ranked #11.

Everhart Financial Group first reported a position in BIV in Q4 2020 and has held it in 23 quarters since. The position peaked at $36.9M in Q1 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Everhart Financial Group held 381,781 shares of Vanguard Intermediate-Term Bond ETF worth $29.3M as of Q2 2026.
  • Everhart Financial Group bought 13,494 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.04M.
  • Vanguard Intermediate-Term Bond ETF made up 1.87% of Everhart Financial Group's portfolio in Q2 2026, its #11 holding.
  • Everhart Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $36.9M in Q1 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.