Market Street Wealth Management Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Market Street Wealth Management Advisors’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	$887K	Hold	11,570	–	–	0.13%	60
2026 Q1	$893K	Hold	11,570	–	–	0.14%	56
2025 Q4	$901K	Sell	11,570 -2,478	-18%	-$194K	0.14%	57
2025 Q3	$1.1M	Hold	14,048	–	–	0.17%	54
2025 Q2	$1.09M	Sell	14,048 -5,425	-28%	-$413K	0.18%	52
2025 Q1	$1.49M	Sell	19,473 -135	-0.7%	-$10.2K	0.25%	46
2024 Q4	$1.47M	Sell	19,608 -3,435	-15%	-$261K	0.25%	45
2024 Q3	$1.81M	Sell	23,043 -175	-0.8%	-$13.5K	0.3%	40
2024 Q2	$1.74M	Hold	23,218	–	–	0.3%	40
2024 Q1	$1.75M	Sell	23,218 -1,396	-6%	-$105K	0.31%	38
2023 Q4	$1.88M	Sell	24,614 -10,431	-30%	-$764K	0.39%	37
2023 Q3	$2.53M	Buy	35,045 +5,444	+18%	+$403K	0.65%	30
2023 Q2	$2.23M	Sell	29,601 -979	-3%	-$74.6K	0.57%	31
2023 Q1	$2.35M	Sell	30,580 -2,214	-7%	-$168K	0.62%	29
2022 Q4	$2.44M	Sell	32,794 -11,739	-26%	-$870K	0.71%	31
2022 Q3	$3.27M	Buy	44,533 +34,907	+363%	+$2.7M	1.04%	21
2022 Q2	$747K	Sell	9,626 -15,151	-61%	-$1.19M	0.23%	61
2022 Q1	$2.03M	Buy	+24,777	New	+$2.09M	0.72%	30

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Market Street Wealth Management Advisors's BIV Position: Q2 2026 in Review

Market Street Wealth Management Advisors held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 11,570 shares worth $887K. The position accounts for 0.13% of the portfolio, ranked #60.

Market Street Wealth Management Advisors first reported a position in BIV in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.27M in Q3 2022. 687 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Market Street Wealth Management Advisors held 11,570 shares of Vanguard Intermediate-Term Bond ETF worth $887K as of Q2 2026.
Market Street Wealth Management Advisors left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.13% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #60 holding.
Market Street Wealth Management Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 18 quarters since.
Market Street Wealth Management Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $3.27M in Q3 2022.
687 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.