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

LGT 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	$24.8K	Hold	323	–	–	0.13%	91
2026 Q1	$24.9K	Hold	323	–	–	0.13%	93
2025 Q4	$25.2K	Hold	323	–	–	0.15%	92
2025 Q3	$25.2K	Hold	323	–	–	0.05%	164
2025 Q2	$25K	Hold	323	–	–	0.06%	144
2025 Q1	$24.7K	Hold	323	–	–	0.08%	139
2024 Q4	$24.1K	Sell	323 -448	-58%	-$34.1K	0.05%	274
2024 Q3	$60.4K	Sell	771 -1,060	-58%	-$81.7K	0.15%	106
2024 Q2	$137K	Sell	1,831 -286	-14%	-$21.3K	0.29%	62
2024 Q1	$160K	Sell	2,117 -35	-2%	-$2.64K	0.19%	129
2023 Q4	$164K	Sell	2,152 -71	-3%	-$5.2K	0.2%	116
2023 Q3	$161K	Sell	2,223 -654	-23%	-$48.4K	0.2%	109
2023 Q2	$216K	Sell	2,877 -962	-25%	-$73.3K	0.23%	112
2023 Q1	$295K	Sell	3,839 -4,645	-55%	-$352K	0.55%	55
2022 Q4	$631K	Buy	+8,484	New	+$629K	0.74%	27

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TLFA

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

LGT Financial Advisors held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 323 shares worth $24.8K. The position accounts for 0.13% of the portfolio, ranked #91.

LGT Financial Advisors first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $631K in Q4 2022. 530 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

LGT Financial Advisors held 323 shares of Vanguard Intermediate-Term Bond ETF worth $24.8K as of Q2 2026.
LGT Financial Advisors left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.13% of LGT Financial Advisors's portfolio in Q2 2026, its #91 holding.
LGT Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
LGT Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $631K in Q4 2022.
530 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.