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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
Q3 		$6.74M Sell
92,561
-507,885
-85% -$38.2M 1.15% 26
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

MFA Wealth Advisors's BIV Position: Q3 2026 in Review

MFA Wealth Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 85% in Q3 2026, selling an estimated $38.2M and leaving 92,561 shares worth $6.74M. The position accounts for 1.15% of the portfolio, ranked #26.

MFA Wealth Advisors first reported a position in BIV in Q4 2021 and has held it in 12 quarters since. The position peaked at $47.5M in Q1 2026. 63 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • MFA Wealth Advisors held 92,561 shares of Vanguard Intermediate-Term Bond ETF worth $6.74M as of Q3 2026.
  • MFA Wealth Advisors sold 507,885 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $38.2M.
  • Vanguard Intermediate-Term Bond ETF made up 1.15% of MFA Wealth Advisors's portfolio in Q3 2026, its #26 holding.
  • MFA Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 12 quarters since.
  • MFA Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $47.5M in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.