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Genesis Private Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Genesis Private Wealth’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 		$7.49M Buy
97,679
+5,036
+5% +$387K 2.11% 14
2026
Q1 		$7.15M Buy
92,643
+6,081
+7% +$473K 2.25% 12
2025
Q4 		$6.74M Buy
86,562
+10,220
+13% +$799K 2.09% 13
2025
Q3 		$5.96M Buy
76,342
+1,680
+2% +$130K 2.51% 14
2025
Q2 		$5.77M Buy
74,662
+553
+0.7% +$42.1K 2.72% 12
2025
Q1 		$5.67M Buy
74,109
+3,237
+5% +$244K 3.01% 10
2024
Q4 		$5.3M Buy
+70,872
New +$5.39M 2.92% 10

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 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
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Genesis Private Wealth's BIV Position: Q2 2026 in Review

Genesis Private Wealth increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.4% in Q2 2026, buying an estimated $387K and bringing the position to 97,679 shares worth $7.49M. The position accounts for 2.11% of the portfolio, ranked #14.

Genesis Private Wealth first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Genesis Private Wealth held 97,679 shares of Vanguard Intermediate-Term Bond ETF worth $7.49M as of Q2 2026.
  • Genesis Private Wealth bought 5,036 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $387K.
  • Vanguard Intermediate-Term Bond ETF made up 2.11% of Genesis Private Wealth's portfolio in Q2 2026, its #14 holding.
  • Genesis Private Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 231 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.