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

Level Financial Advisors’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	$3.21M	Buy	41,898 +1,692	+4%	+$130K	0.72%	30
2026 Q1	$3.1M	Buy	40,206 +7,267	+22%	+$566K	0.79%	29
2025 Q4	$2.57M	Buy	32,939 +6,628	+25%	+$518K	0.68%	31
2025 Q3	$2.05M	Buy	26,311 +3,215	+14%	+$249K	0.58%	34
2025 Q2	$1.79M	Buy	23,096 +4,544	+24%	+$346K	0.56%	36
2025 Q1	$1.42M	Sell	18,552 -1,446	-7%	-$109K	0.48%	37
2024 Q4	$1.49M	Buy	19,998 +7,457	+59%	+$567K	0.55%	34
2024 Q3	$983K	Buy	12,541 +5,150	+70%	+$397K	0.38%	40
2024 Q2	$554K	Buy	7,391 +3,904	+112%	+$290K	0.24%	45
2024 Q1	$263K	Buy	3,487 +834	+31%	+$62.9K	0.12%	65
2023 Q4	$203K	Buy	2,653 +103	+4%	+$7.54K	0.1%	66
2023 Q3	$184K	Buy	2,550 +32	+1%	+$2.37K	0.1%	63
2023 Q2	$189K	Buy	2,518 +20	+0.8%	+$1.52K	0.11%	60
2023 Q1	$192K	Sell	2,498 -164	-6%	-$12.4K	0.12%	53
2022 Q4	$198K	Buy	2,662 +183	+7%	+$13.6K	0.13%	50
2022 Q3	$182K	Sell	2,479 -563	-19%	-$43.6K	0.13%	51
2022 Q2	$236K	Buy	3,042 +721	+31%	+$56.5K	0.17%	45
2022 Q1	$190K	Buy	2,321 +592	+34%	+$50K	0.15%	44
2021 Q4	$151K	Buy	+1,729	New	+$153K	0.12%	49

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Level Financial Advisors's BIV Position: Q2 2026 in Review

Level Financial Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.2% in Q2 2026, buying an estimated $130K and bringing the position to 41,898 shares worth $3.21M. The position accounts for 0.72% of the portfolio, ranked #30.

Level Financial Advisors first reported a position in BIV in Q4 2021 and has held it in 19 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Level Financial Advisors held 41,898 shares of Vanguard Intermediate-Term Bond ETF worth $3.21M as of Q2 2026.
Level Financial Advisors bought 1,692 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $130K.
Vanguard Intermediate-Term Bond ETF made up 0.72% of Level Financial Advisors's portfolio in Q2 2026, its #30 holding.
Level Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.