LongView Wealth Management
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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
Q3 		– Sell
-2,741
Closed -$210K – 230
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% -$9.9K 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

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

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

LongView Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026, closing a stake of 2,741 shares — an estimated $210K sold.

LongView Wealth Management first reported a position in BIV in Q4 2023 and held it in 11 quarters. The position peaked at $524K in Q4 2024. 619 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • LongView Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • LongView Wealth Management sold 2,741 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $210K.
  • LongView Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and held it in 11 quarters.
  • LongView Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $524K in Q4 2024.
  • 619 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.