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

MCF 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
Q3 		– Sell
-1,635
Closed -$125K – 532
2026
Q2 		$125K Hold
1,635
– – ﹤0.01% 500
2026
Q1 		$126K Sell
1,635
-100
-6% -$7.78K 0.01% 464
2025
Q4 		$135K Buy
+1,735
New +$136K 0.01% 364

Other funds holding BIV

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 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
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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

MCF Advisors's BIV Position: Q3 2026 in Review

MCF Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026, closing a stake of 1,635 shares — an estimated $125K sold.

MCF Advisors first reported a position in BIV in Q4 2025 and held it in 3 quarters. The position peaked at $135K in Q4 2025. 539 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • MCF Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • MCF Advisors sold 1,635 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $125K.
  • MCF Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and held it in 3 quarters.
  • MCF Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $135K in Q4 2025.
  • 539 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.