LWM
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Lighthouse Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Lighthouse Wealth Management’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 		$673K Sell
9,239
-4,931
-35% -$371K 0.41% 33
2026
Q2 		$1.09M Sell
14,170
-955
-6% -$73.3K 0.67% 25
2026
Q1 		$1.17M Sell
15,125
-149
-1% -$11.6K 0.79% 23
2025
Q4 		$1.19M Sell
15,274
-319
-2% -$24.9K 0.81% 22
2025
Q3 		$1.22M Buy
15,593
+4
+0% +$310 0.99% 20
2025
Q2 		$1.21M Sell
15,589
-450
-3% -$34.3K 1.04% 16
2025
Q1 		$1.23M Sell
16,039
-1,381
-8% -$104K 1.13% 15
2024
Q4 		$1.3M Buy
+17,420
New +$1.32M 1.19% 16

Other funds holding BIV

AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

Lighthouse Wealth Management's BIV Position: Q3 2026 in Review

Lighthouse Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 35% in Q3 2026, selling an estimated $371K and leaving 9,239 shares worth $673K. The position accounts for 0.41% of the portfolio, ranked #33.

Lighthouse Wealth Management first reported a position in BIV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.3M in Q4 2024. 99 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Lighthouse Wealth Management held 9,239 shares of Vanguard Intermediate-Term Bond ETF worth $673K as of Q3 2026.
  • Lighthouse Wealth Management sold 4,931 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $371K.
  • Vanguard Intermediate-Term Bond ETF made up 0.41% of Lighthouse Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Lighthouse Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Lighthouse Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.3M in Q4 2024.
  • 99 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Lighthouse Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.