Facet Wealth Inc
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Facet Wealth Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Facet Wealth Inc’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 		– Sell
-2,891
Closed -$222K – 468
2026
Q2 		$222K Buy
+2,891
New +$222K ﹤0.01% 382
2026
Q1 		– Sell
-6,397
Closed -$498K – 351
2025
Q4 		$498K Buy
+6,397
New +$500K 0.01% 155

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Creative Planning
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Bank of New York Mellon
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
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Citizens Financial Group
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Facet Wealth Inc's BIV Position: Q3 2026 in Review

Facet Wealth Inc sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026, closing a stake of 2,891 shares — an estimated $222K sold.

Facet Wealth Inc first reported a position in BIV in Q4 2025 and held it in 2 quarters. The position peaked at $498K in Q4 2025. 619 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Facet Wealth Inc reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Facet Wealth Inc sold 2,891 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $222K.
  • Facet Wealth Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and held it in 2 quarters.
  • Facet Wealth Inc's Vanguard Intermediate-Term Bond ETF position peaked at $498K in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.