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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
Q3 		$26.8M Sell
368,484
-13,297
-3% -$1,000K 1.65% 13
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

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
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VWM
Vertrix Wealth Management Troy, Michigan $292M AUM
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Everhart Financial Group's BIV Position: Q3 2026 in Review

Everhart Financial Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.5% in Q3 2026, selling an estimated $1,000K and leaving 368,484 shares worth $26.8M. The position accounts for 1.65% of the portfolio, ranked #13.

Everhart Financial Group first reported a position in BIV in Q4 2020 and has held it in 24 quarters since. The position peaked at $36.9M in Q1 2025. 66 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Everhart Financial Group held 368,484 shares of Vanguard Intermediate-Term Bond ETF worth $26.8M as of Q3 2026.
  • Everhart Financial Group sold 13,297 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $1,000K.
  • Vanguard Intermediate-Term Bond ETF made up 1.65% of Everhart Financial Group's portfolio in Q3 2026, its #13 holding.
  • Everhart Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Everhart Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $36.9M in Q1 2025.
  • 66 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.