HHM Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

HHM Wealth Advisors’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	$157K	Hold	2,041	–	–	0.02%	235
2026 Q1	$158K	Hold	2,041	–	–	0.02%	218
2025 Q4	$159K	Hold	2,041	–	–	0.02%	216
2025 Q3	$159K	Hold	2,041	–	–	0.02%	230
2025 Q2	$158K	Sell	2,041 -1,750	-46%	-$133K	0.02%	233
2025 Q1	$290K	Hold	3,791	–	–	0.04%	147
2024 Q4	$283K	Sell	3,791 -1,836	-33%	-$140K	0.04%	154
2024 Q3	$441K	Buy	5,627 +521	+10%	+$40.2K	0.06%	102
2024 Q2	$382K	Hold	5,106	–	–	0.06%	105
2024 Q1	$385K	Hold	5,106	–	–	0.06%	90
2023 Q4	$390K	Sell	5,106 -1,485	-23%	-$109K	0.07%	85
2023 Q3	$477K	Sell	6,591 -2,400	-27%	-$178K	0.09%	73
2023 Q2	$676K	Hold	8,991	–	–	0.13%	59
2023 Q1	$690K	Hold	8,991	–	–	0.14%	57
2022 Q4	$668K	Hold	8,991	–	–	0.15%	55
2022 Q3	$661K	Hold	8,991	–	–	0.17%	42
2022 Q2	$698K	Sell	8,991 -178	-2%	-$14K	0.18%	49
2022 Q1	$751K	Hold	9,169	–	–	0.18%	50
2021 Q4	$803K	Sell	9,169 -1,490	-14%	-$132K	0.19%	43
2021 Q3	$953K	Hold	10,659	–	–	0.26%	35
2021 Q2	$959K	Buy	10,659 +10,481	+5,888%	+$936K	0.26%	36
2021 Q1	$16K	Hold	178	–	–	﹤0.01%	400
2020 Q4	$17K	Hold	178	–	–	0.01%	361
2020 Q3	$17K	Hold	178	–	–	0.01%	331
2020 Q2	$17K	Hold	178	–	–	0.01%	318
2020 Q1	$16K	Buy	+178	New	+$15.8K	0.01%	316

Other funds holding BIV

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

SFMG

Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 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

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return

HHM Wealth Advisors's BIV Position: Q2 2026 in Review

HHM Wealth Advisors held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 2,041 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #235.

HHM Wealth Advisors first reported a position in BIV in Q1 2020 and has held it in 26 quarters since. The position peaked at $959K in Q2 2021. 361 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

HHM Wealth Advisors held 2,041 shares of Vanguard Intermediate-Term Bond ETF worth $157K as of Q2 2026.
HHM Wealth Advisors left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #235 holding.
HHM Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $959K in Q2 2021.
361 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.