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

LongView 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
Q2 		$210K Sell
2,741
-1,849
-40% -$142K 0.05% 221
2026
Q1 		$356K Buy
4,590
+370
+9% +$28.8K 0.09% 176
2025
Q4 		$329K Sell
4,220
-1,249
-23% -$97.7K 0.08% 188
2025
Q3 		$427K Sell
5,469
-328
-6% -$25.4K 0.12% 135
2025
Q2 		$448K Sell
5,797
-804
-12% -$61.2K 0.14% 129
2025
Q1 		$505K Sell
6,601
-412
-6% -$31.1K 0.15% 115
2024
Q4 		$524K Buy
7,013
+1,183
+20% +$89.9K 0.16% 114
2024
Q3 		$457K Sell
5,830
-128
-2% -$9.87K 0.15% 117
2024
Q2 		$446K Buy
5,958
+27
+0.5% +$2.01K 0.16% 108
2024
Q1 		$447K Buy
5,931
+1,441
+32% +$109K 0.18% 111
2023
Q4 		$340K Buy
+4,490
New +$329K 0.15% 129

Other funds holding BIV

RIA
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
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

LongView Wealth Management's BIV Position: Q2 2026 in Review

LongView Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 40% in Q2 2026, selling an estimated $142K and leaving 2,741 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #221.

LongView Wealth Management first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $524K in Q4 2024. 191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • LongView Wealth Management held 2,741 shares of Vanguard Intermediate-Term Bond ETF worth $210K as of Q2 2026.
  • LongView Wealth Management sold 1,849 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $142K.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of LongView Wealth Management's portfolio in Q2 2026, its #221 holding.
  • LongView Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $524K in Q4 2024.
  • 191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.