Maia Wealth
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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
Q3 		$312K Sell
4,277
-123
-3% -$9.25K 0.04% 274
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

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

Maia Wealth's BIV Position: Q3 2026 in Review

Maia Wealth reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.8% in Q3 2026, selling an estimated $9.25K and leaving 4,277 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #274.

Maia Wealth first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $780K in Q3 2025. 619 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Maia Wealth held 4,277 shares of Vanguard Intermediate-Term Bond ETF worth $312K as of Q3 2026.
  • Maia Wealth sold 123 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $9.25K.
  • Vanguard Intermediate-Term Bond ETF made up 0.04% of Maia Wealth's portfolio in Q3 2026, its #274 holding.
  • Maia Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Maia Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $780K in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

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