IFG
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Independent Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Independent 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 		$1.31M Buy
18,009
+137
+0.8% +$10.3K 0.02% 589
2026
Q2 		$1.37M Sell
17,872
-695
-4% -$53.4K 0.03% 574
2026
Q1 		$1.43M Buy
18,567
+3,009
+19% +$234K 0.03% 512
2025
Q4 		$1.21M Buy
15,558
+337
+2% +$26.4K 0.03% 550
2025
Q3 		$1.19M Buy
15,221
+2
+0% +$155 0.03% 552
2025
Q2 		$1.18M Sell
15,219
-74
-0.5% -$5.64K 0.03% 496
2025
Q1 		$1.17M Buy
15,293
+622
+4% +$46.9K 0.04% 442
2024
Q4 		$1.1M Sell
14,671
-1,219
-8% -$92.7K 0.04% 457
2024
Q3 		$1.25M Buy
15,890
+2,540
+19% +$196K 0.05% 382
2024
Q2 		$1,000K Buy
13,350
+702
+6% +$52.2K 0.04% 409
2024
Q1 		$954K Buy
12,648
+2,694
+27% +$203K 0.04% 389
2023
Q4 		$760K Buy
9,954
+539
+6% +$39.5K 0.04% 435
2023
Q3 		$681K Sell
9,415
-165
-2% -$12.2K 0.04% 416
2023
Q2 		$721K Buy
9,580
+576
+6% +$43.9K 0.05% 387
2023
Q1 		$691K Sell
9,004
-4
-0% -$303 0.06% 376
2022
Q4 		$669K Sell
9,008
-1,073
-11% -$79.5K 0.06% 345
2022
Q3 		$741K Sell
10,081
-117
-1% -$9.05K 0.07% 300
2022
Q2 		$792K Sell
10,198
-1,884
-16% -$148K 0.08% 272
2022
Q1 		$990K Sell
12,082
-2,293
-16% -$194K 0.08% 256
2021
Q4 		$1.26M Buy
14,375
+1,200
+9% +$106K 0.1% 204
2021
Q3 		$1.18M Buy
13,175
+924
+8% +$83.7K 0.12% 180
2021
Q2 		$1.1M Sell
12,251
-1,003
-8% -$89.6K 0.12% 194
2021
Q1 		$1.18M Buy
13,254
+344
+3% +$31.2K 0.15% 166
2020
Q4 		$1.2M Sell
12,910
-1,012
-7% -$94.2K 0.18% 147
2020
Q3 		$1.3M Buy
13,922
+1,629
+13% +$153K 0.24% 99
2020
Q2 		$1.15M Buy
12,293
+219
+2% +$20K 0.25% 98
2020
Q1 		$1.08M Buy
+12,074
New +$1.07M 0.32% 74

Other funds holding BIV

AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

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

Independent Financial Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.77% in Q3 2026, buying an estimated $10.3K and bringing the position to 18,009 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #589.

Independent Financial Group first reported a position in BIV in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.43M in Q1 2026. 100 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Independent Financial Group held 18,009 shares of Vanguard Intermediate-Term Bond ETF worth $1.31M as of Q3 2026.
  • Independent Financial Group bought 137 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $10.3K.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #589 holding.
  • Independent Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 27 quarters since.
  • Independent Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $1.43M in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

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