KF
BIV icon

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

Krilogy 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
Q3 		– Sell
-3,546
Closed -$272K – 1097
2026
Q2 		$272K Buy
+3,546
New +$272K 0.01% 856
2022
Q3 		– Sell
-3,743
Closed -$291K – 310
2022
Q2 		$291K Sell
3,743
-287
-7% -$22.5K 0.03% 256
2022
Q1 		$330K Buy
4,030
+1,303
+48% +$110K 0.03% 242
2021
Q4 		$239K Sell
2,727
-636
-19% -$56.4K 0.02% 248
2021
Q3 		$301K Buy
3,363
+2
+0.1% +$181 0.03% 223
2021
Q2 		$302K Buy
3,361
+2
+0.1% +$179 0.03% 219
2021
Q1 		$298K Buy
3,359
+36
+1% +$3.27K 0.03% 216
2020
Q4 		$309K Sell
3,323
-3,519
-51% -$328K 0.04% 210
2020
Q3 		$640K Buy
6,842
+1,477
+28% +$138K 0.09% 144
2020
Q2 		$500K Buy
+5,365
New +$491K 0.08% 153
2018
Q1 		– Sell
-231
Closed -$19K – 768
2017
Q4 		$19K Hold
231
– – ﹤0.01% 434
2017
Q3 		$20K Hold
231
– – 0.01% 471
2017
Q2 		$20K Hold
231
– – 0.01% 437
2017
Q1 		$19K Hold
231
– – 0.01% 426
2016
Q4 		$19K Hold
231
– – 0.01% 426
2016
Q3 		$20K Buy
+231
New +$20.3K 0.01% 441

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

Krilogy Financial's BIV Position: Q3 2026 in Review

Krilogy Financial sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026, closing a stake of 3,546 shares — an estimated $272K sold.

Krilogy Financial first reported a position in BIV in Q3 2016 and held it in 16 quarters. The position peaked at $640K in Q3 2020. 103 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Krilogy Financial reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Krilogy Financial sold 3,546 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $272K.
  • Krilogy Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2016 and held it in 16 quarters.
  • Krilogy Financial's Vanguard Intermediate-Term Bond ETF position peaked at $640K in Q3 2020.
  • 103 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

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