LKBC
BIV icon

L.K. Benson & Company’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

L.K. Benson & Company’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 		$202K Buy
2,638
+28
+1% +$2.15K 0.06% 114
2026
Q1 		$201K Buy
2,610
+18
+0.7% +$1.4K 0.07% 112
2025
Q4 		$202K Buy
+2,592
New +$203K 0.1% 111

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
B
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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

L.K. Benson & Company's BIV Position: Q2 2026 in Review

L.K. Benson & Company increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.1% in Q2 2026, buying an estimated $2.15K and bringing the position to 2,638 shares worth $202K. The position accounts for 0.06% of the portfolio, ranked #114.

L.K. Benson & Company first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • L.K. Benson & Company held 2,638 shares of Vanguard Intermediate-Term Bond ETF worth $202K as of Q2 2026.
  • L.K. Benson & Company bought 28 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.15K.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of L.K. Benson & Company's portfolio in Q2 2026, its #114 holding.
  • L.K. Benson & Company first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.