Legacy Bridge
BIV icon

Legacy Bridge’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Legacy Bridge’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 		$3.64K Hold
50
– – ﹤0.01% 304
2026
Q2 		$3.84K Hold
50
– – ﹤0.01% 300
2026
Q1 		$3.86K Hold
50
– – ﹤0.01% 294
2025
Q4 		$3.89K Hold
50
– – ﹤0.01% 376
2025
Q3 		$3.9K Hold
50
– – ﹤0.01% 279
2025
Q2 		$3.87K Hold
50
– – ﹤0.01% 271
2025
Q1 		$3.83K Hold
50
– – ﹤0.01% 263
2024
Q4 		$3.74K Hold
50
– – ﹤0.01% 280
2024
Q3 		$3.92K Hold
50
– – ﹤0.01% 279
2024
Q2 		$3.74K Hold
50
– – ﹤0.01% 272
2024
Q1 		$3.77K Hold
50
– – ﹤0.01% 302
2023
Q4 		$3.82K Hold
50
– – ﹤0.01% 280
2023
Q3 		$3.62K Hold
50
– – ﹤0.01% 278
2023
Q2 		$3.76K Hold
50
– – ﹤0.01% 280
2023
Q1 		$3.84K Hold
50
– – ﹤0.01% 281
2022
Q4 		$3.72K Hold
50
– – ﹤0.01% 290
2022
Q3 		$4K Hold
50
– – ﹤0.01% 268
2022
Q2 		$4K Hold
50
– – ﹤0.01% 277
2022
Q1 		$4K Hold
50
– – ﹤0.01% 289
2021
Q4 		$4K Hold
50
– – ﹤0.01% 298
2021
Q3 		$4K Hold
50
– – ﹤0.01% 289
2021
Q2 		$4K Hold
50
– – ﹤0.01% 279
2021
Q1 		$4K Hold
50
– – ﹤0.01% 281
2020
Q4 		$5K Hold
50
– – ﹤0.01% 277
2020
Q3 		$5K Hold
50
– – ﹤0.01% 273
2020
Q2 		$5K Hold
50
– – 0.01% 270
2020
Q1 		$4K Hold
50
– – 0.01% 268
2019
Q4 		$4K Hold
50
– – ﹤0.01% 273
2019
Q3 		$4K Hold
50
– – ﹤0.01% 272
2019
Q2 		$4K Hold
50
– – ﹤0.01% 291
2019
Q1 		$4K Hold
50
– – ﹤0.01% 299
2018
Q4 		$4K Buy
+50
New +$4K ﹤0.01% 215

Other funds holding BIV

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Legacy Bridge's BIV Position: Q3 2026 in Review

Legacy Bridge held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2026 at 50 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Legacy Bridge first reported a position in BIV in Q4 2018 and has held it in 32 quarters since. The position peaked at $5K in Q4 2020. 449 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Legacy Bridge held 50 shares of Vanguard Intermediate-Term Bond ETF worth $3.64K as of Q3 2026.
  • Legacy Bridge left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2026.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Legacy Bridge's portfolio in Q3 2026, its #304 holding.
  • Legacy Bridge first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 32 quarters since.
  • Legacy Bridge's Vanguard Intermediate-Term Bond ETF position peaked at $5K in Q4 2020.
  • 449 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Legacy Bridge's 13F filing for Q3 2026, filed 28 Oct 2026.