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Mayflower Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mayflower Financial 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 		$1.02M Buy
13,270
+656
+5% +$50.4K 0.09% 197
2026
Q1 		$974K Sell
12,614
-275
-2% -$21.4K 0.12% 175
2025
Q4 		$1M Sell
12,889
-1,052
-8% -$82.3K 0.12% 161
2025
Q3 		$1.09M Sell
13,941
-1,083
-7% -$83.8K 0.14% 151
2025
Q2 		$1.16M Buy
15,024
+1,601
+12% +$122K 0.16% 132
2025
Q1 		$1.03M Sell
13,423
-505
-4% -$38.1K 0.16% 141
2024
Q4 		$1.04M Buy
13,928
+1,984
+17% +$151K 0.16% 131
2024
Q3 		$936K Sell
11,944
-1,464
-11% -$113K 0.14% 147
2024
Q2 		$1M Sell
13,408
-4,480
-25% -$333K 0.16% 130
2024
Q1 		$1.35M Buy
17,888
+2,295
+15% +$173K 0.23% 100
2023
Q4 		$1.19M Sell
15,593
-9,454
-38% -$692K 0.16% 118
2023
Q3 		$1.81M Sell
25,047
-5,759
-19% -$426K 0.27% 77
2023
Q2 		$2.32M Buy
30,806
+9,859
+47% +$751K 0.3% 72
2023
Q1 		$1.61M Buy
20,947
+5,554
+36% +$421K 0.21% 95
2022
Q4 		$1.14M Buy
15,393
+5,952
+63% +$441K 0.16% 111
2022
Q3 		$694K Sell
9,441
-5,173
-35% -$400K 0.11% 140
2022
Q2 		$1.14M Buy
14,614
+5,138
+54% +$403K 0.17% 104
2022
Q1 		$776K Buy
9,476
+3,559
+60% +$301K 0.1% 146
2021
Q4 		$518K Buy
5,917
+5
+0.1% +$444 0.07% 191
2021
Q3 		$524K Buy
5,912
+5
+0.1% +$453 0.07% 185
2021
Q2 		$531K Buy
5,907
+176
+3% +$15.7K 0.07% 166
2021
Q1 		$509K Buy
5,731
+2,000
+54% +$182K 0.08% 161
2020
Q4 		$346K Buy
+3,731
New +$347K 0.06% 183

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
ZF
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mayflower Financial Advisors's BIV Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.2% in Q2 2026, buying an estimated $50.4K and bringing the position to 13,270 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #197.

Mayflower Financial Advisors first reported a position in BIV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.32M in Q2 2023. 540 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Mayflower Financial Advisors held 13,270 shares of Vanguard Intermediate-Term Bond ETF worth $1.02M as of Q2 2026.
  • Mayflower Financial Advisors bought 656 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $50.4K.
  • Vanguard Intermediate-Term Bond ETF made up 0.09% of Mayflower Financial Advisors's portfolio in Q2 2026, its #197 holding.
  • Mayflower Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $2.32M in Q2 2023.
  • 540 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.