McAdam LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

McAdam LLC’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	$451K	Sell	6,188 -992	-14%	-$74.6K	0.02%	294
2026 Q2	$551K	Sell	7,180 -881	-11%	-$67.6K	0.02%	258
2026 Q1	$622K	Buy	8,061 +369	+5%	+$28.7K	0.03%	212
2025 Q4	$599K	Buy	7,692 +728	+10%	+$56.9K	0.03%	203
2025 Q3	$544K	Buy	6,964 +328	+5%	+$25.4K	0.03%	204
2025 Q2	$513K	Sell	6,636 -587	-8%	-$44.7K	0.03%	210
2025 Q1	$553K	Buy	7,223 +1,629	+29%	+$123K	0.03%	178
2024 Q4	$418K	Sell	5,594 -317	-5%	-$24.1K	0.02%	220
2024 Q3	$463K	Buy	5,911 +628	+12%	+$48.4K	0.03%	206
2024 Q2	$396K	Buy	5,283 +1,110	+27%	+$82.5K	0.02%	198
2024 Q1	$315K	Buy	+4,173	New	+$315K	0.02%	219
2018 Q4	–	Sell	-147	Closed	-$12K	–	114
2018 Q3	$12K	Hold	147	–	–	﹤0.01%	314
2018 Q2	$12K	Sell	147 -112	-43%	-$9.05K	﹤0.01%	303
2018 Q1	$21K	Buy	+259	New	+$21.2K	0.01%	232

Other funds holding BIV

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

McAdam LLC's BIV Position: Q3 2026 in Review

McAdam LLC reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 14% in Q3 2026, selling an estimated $74.6K and leaving 6,188 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #294.

McAdam LLC first reported a position in BIV in Q1 2018 and has held it in 14 quarters since. The position peaked at $622K in Q1 2026. 395 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

McAdam LLC held 6,188 shares of Vanguard Intermediate-Term Bond ETF worth $451K as of Q3 2026.
McAdam LLC sold 992 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $74.6K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of McAdam LLC's portfolio in Q3 2026, its #294 holding.
McAdam LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and has held it in 14 quarters since.
McAdam LLC's Vanguard Intermediate-Term Bond ETF position peaked at $622K in Q1 2026.
395 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.