MW
BIV icon

Maia Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Maia Wealth’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 		$338K Sell
4,400
-1,175
-21% -$90.2K 0.05% 274
2026
Q1 		$430K Sell
5,575
-604
-10% -$47K 0.07% 240
2025
Q4 		$484K Sell
6,179
-3,826
-38% -$299K 0.08% 219
2025
Q3 		$780K Buy
10,005
+1,131
+13% +$87.6K 0.13% 169
2025
Q2 		$686K Sell
8,874
-1,151
-11% -$87.7K 0.13% 162
2025
Q1 		$757K Buy
10,025
+1,707
+21% +$129K 0.17% 133
2024
Q4 		$626K Buy
8,318
+3,687
+80% +$280K 0.13% 147
2024
Q3 		$354K Sell
4,631
-37
-0.8% -$2.85K 0.09% 182
2024
Q2 		$353K Buy
+4,668
New +$347K 0.11% 145
2023
Q4 		$365K Buy
+4,774
New +$350K 0.15% 134

Other funds holding BIV

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Maia Wealth's BIV Position: Q2 2026 in Review

Maia Wealth reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 21% in Q2 2026, selling an estimated $90.2K and leaving 4,400 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #274.

Maia Wealth first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. The position peaked at $780K in Q3 2025. 427 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Maia Wealth held 4,400 shares of Vanguard Intermediate-Term Bond ETF worth $338K as of Q2 2026.
  • Maia Wealth sold 1,175 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $90.2K.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Maia Wealth's portfolio in Q2 2026, its #274 holding.
  • Maia Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Maia Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $780K in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.