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

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return