Ironwood Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ironwood Financial’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	$3.64M	Buy	+48,123	New	+$3.69M	0.57%	45

Other funds holding BIV

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

RIA

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Ironwood Financial's BIV Position: Q2 2026 in Review

Ironwood Financial opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 48,123 shares worth $3.64M. The stake represents 0.57% of the portfolio and ranks #45 among its holdings.

480 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Ironwood Financial held 48,123 shares of Vanguard Intermediate-Term Bond ETF worth $3.64M as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Ironwood Financial position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.57% of Ironwood Financial's portfolio in Q2 2026, its #45 holding.
480 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.