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

LexAurum 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 		$3.78M Buy
49,272
+210
+0.4% +$16.1K 0.44% 50
2026
Q1 		$3.79M Buy
+49,062
New +$3.82M 0.49% 46
2025
Q3 		$5.98M Sell
76,594
-766
-1% -$59.3K 0.85% 29
2025
Q2 		$5.98M Sell
77,360
-4,620
-6% -$352K 0.94% 27
2025
Q1 		$6.28M Buy
81,980
+16,604
+25% +$1.25M 1.2% 19
2024
Q4 		$4.89M Buy
65,376
+5,578
+9% +$424K 0.97% 29
2024
Q3 		$4.69M Buy
59,798
+7,867
+15% +$607K 1.03% 26
2024
Q2 		$3.89M Buy
51,931
+10,957
+27% +$814K 0.95% 28
2024
Q1 		$3.09M Buy
40,974
+5,000
+14% +$377K 0.78% 32
2023
Q4 		$2.75M Buy
35,974
+4,475
+14% +$328K 0.72% 30
2023
Q3 		$2.28M Buy
31,499
+7,119
+29% +$527K 0.67% 34
2023
Q2 		$1.83M Sell
24,380
-995
-4% -$75.8K 0.55% 38
2023
Q1 		$1.95M Sell
25,375
-3,661
-13% -$277K 0.65% 34
2022
Q4 		$2.16M Buy
29,036
+766
+3% +$56.8K 0.77% 28
2022
Q3 		$2.08M Buy
28,270
+1,997
+8% +$154K 0.8% 27
2022
Q2 		$2.04M Buy
26,273
+5,757
+28% +$451K 0.76% 26
2022
Q1 		$1.68M Buy
20,516
+1,073
+6% +$90.6K 0.55% 40
2021
Q4 		$1.7M Buy
19,443
+749
+4% +$66.5K 0.55% 38
2021
Q3 		$1.67M Sell
18,694
-46
-0.2% -$4.17K 0.49% 58
2021
Q2 		$1.69M Buy
18,740
+2,832
+18% +$253K 0.5% 56
2021
Q1 		$1.41M Buy
15,908
+3,066
+24% +$278K 0.48% 57
2020
Q4 		$1.19M Buy
12,842
+1,169
+10% +$109K 0.43% 60
2020
Q3 		$1.09M Buy
11,673
+1,369
+13% +$128K 0.45% 53
2020
Q2 		$960K Buy
10,304
+2,408
+30% +$220K 0.52% 44
2020
Q1 		$705K Buy
7,896
+3,895
+97% +$346K 0.49% 47
2019
Q4 		$349K Sell
4,001
-1,744
-30% -$153K 0.17% 135
2019
Q3 		$506K Sell
5,745
-2
-0% -$175 0.3% 85
2019
Q2 		$497K Buy
5,747
+157
+3% +$13.3K 0.31% 81
2019
Q1 		$469K Buy
5,590
+750
+15% +$61.7K 0.31% 73
2018
Q4 		$393K Buy
+4,840
New +$388K 0.3% 78

Other funds holding BIV

TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LexAurum Advisors's BIV Position: Q2 2026 in Review

LexAurum Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.43% in Q2 2026, buying an estimated $16.1K and bringing the position to 49,272 shares worth $3.78M. The position accounts for 0.44% of the portfolio, ranked #50.

LexAurum Advisors first reported a position in BIV in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.28M in Q1 2025. 504 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • LexAurum Advisors held 49,272 shares of Vanguard Intermediate-Term Bond ETF worth $3.78M as of Q2 2026.
  • LexAurum Advisors bought 210 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $16.1K.
  • Vanguard Intermediate-Term Bond ETF made up 0.44% of LexAurum Advisors's portfolio in Q2 2026, its #50 holding.
  • LexAurum Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • LexAurum Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $6.28M in Q1 2025.
  • 504 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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