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

MFA Wealth 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	$46.1M	Sell	600,446 -14,403	-2%	-$1.11M	7.85%	3
2026 Q1	$47.5M	Buy	614,849 +42,109	+7%	+$3.28M	9.34%	1
2025 Q4	$44.6M	Buy	572,740 +19,132	+3%	+$1.5M	9.43%	1
2025 Q3	$43.2M	Buy	553,608 +15,683	+3%	+$1.21M	9.44%	1
2025 Q2	$41.6M	Sell	537,925 -25,116	-4%	-$1.91M	9.76%	1
2025 Q1	$43.1M	Buy	563,041 +14,420	+3%	+$1.09M	10.67%	1
2024 Q4	$41M	Buy	548,621 +82,214	+18%	+$6.25M	10.49%	1
2024 Q3	$36.6M	Buy	466,407 +283,646	+155%	+$21.9M	7.99%	1
2024 Q2	$13.7M	Buy	182,761 +50,502	+38%	+$3.75M	2.99%	9
2024 Q1	$9.97M	Buy	+132,259	New	+$9.97M	2.62%	13
2022 Q1	–	Sell	-5,550	Closed	-$486K	–	66
2021 Q4	$486K	Buy	+5,550	New	+$492K	0.21%	49

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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

MFA Wealth Advisors's BIV Position: Q2 2026 in Review

MFA Wealth Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.3% in Q2 2026, selling an estimated $1.11M and leaving 600,446 shares worth $46.1M. The position accounts for 7.85% of the portfolio, ranked #3.

MFA Wealth Advisors first reported a position in BIV in Q4 2021 and has held it in 11 quarters since. The position peaked at $47.5M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

MFA Wealth Advisors held 600,446 shares of Vanguard Intermediate-Term Bond ETF worth $46.1M as of Q2 2026.
MFA Wealth Advisors sold 14,403 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.11M.
Vanguard Intermediate-Term Bond ETF made up 7.85% of MFA Wealth Advisors's portfolio in Q2 2026, its #3 holding.
MFA Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 11 quarters since.
MFA Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $47.5M in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.