Innovative Wealth Building
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Innovative Wealth Building’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Innovative Wealth Building’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 		$573K Buy
7,833
+3,042
+63% +$229K 0.32% 44
2026
Q2 		$367K Buy
+4,791
New +$368K 0.21% 53

Other funds holding BIV

Northwestern Mutual Wealth Management
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EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Innovative Wealth Building's BIV Position: Q3 2026 in Review

Innovative Wealth Building increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 63% in Q3 2026, buying an estimated $229K and bringing the position to 7,833 shares worth $573K. The position accounts for 0.32% of the portfolio, ranked #44.

Innovative Wealth Building first reported a position in BIV in Q2 2026 and has held it in 2 quarters since. 900 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Innovative Wealth Building held 7,833 shares of Vanguard Intermediate-Term Bond ETF worth $573K as of Q3 2026.
  • Innovative Wealth Building bought 3,042 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $229K.
  • Vanguard Intermediate-Term Bond ETF made up 0.32% of Innovative Wealth Building's portfolio in Q3 2026, its #44 holding.
  • Innovative Wealth Building first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 900 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.