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 Q2	$334K	Buy	+4,358	New	+$335K	0.07%	33

Other funds holding BIV

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

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Leverty Financial Group's BIV Position: Q2 2026 in Review

Leverty Financial Group opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 4,358 shares worth $334K. The stake represents 0.07% of the portfolio and ranks #33 among its holdings.

191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Leverty Financial Group held 4,358 shares of Vanguard Intermediate-Term Bond ETF worth $334K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Leverty Financial Group position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.07% of Leverty Financial Group's portfolio in Q2 2026, its #33 holding.
191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.