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

Leverty Financial Group’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
-4,358
Closed -$334K – 50
2026
Q2 		$334K Buy
+4,358
New +$335K 0.07% 33

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Leverty Financial Group's BIV Position: Q3 2026 in Review

Leverty Financial Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026, closing a stake of 4,358 shares — an estimated $334K sold.

Leverty Financial Group first reported a position in BIV in Q2 2026 and held it in 1 quarter. The position peaked at $334K in Q2 2026. 900 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Leverty Financial Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Leverty Financial Group sold 4,358 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $334K.
  • Leverty Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2026 and held it in 1 quarter.
  • Leverty Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $334K in Q2 2026.
  • 900 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.