EFG
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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

SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return