Midwest Financial Network’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Midwest Financial Network’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	$1.23M	Sell	16,940 -20,592	-55%	-$1.55M	0.84%	34
2026 Q2	$2.88M	Sell	37,532 -9,452	-20%	-$726K	1.97%	15
2026 Q1	$3.63M	Buy	46,984 +485	+1%	+$37.8K	2.88%	10
2025 Q4	$3.62M	Buy	46,499 +2,966	+7%	+$232K	2.79%	11
2025 Q3	$3.4M	Buy	43,533 +4,101	+10%	+$317K	2.76%	10
2025 Q2	$3.05M	Sell	39,432 -1,415	-3%	-$108K	3.03%	12
2025 Q1	$3.13M	Buy	40,847 +1,472	+4%	+$111K	3.12%	12
2024 Q4	$2.94M	Buy	+39,375	New	+$2.99M	3.06%	12

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

Midwest Financial Network's BIV Position: Q3 2026 in Review

Midwest Financial Network reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 55% in Q3 2026, selling an estimated $1.55M and leaving 16,940 shares worth $1.23M. The position accounts for 0.84% of the portfolio, ranked #34.

Midwest Financial Network first reported a position in BIV in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.63M in Q1 2026. 378 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

Midwest Financial Network held 16,940 shares of Vanguard Intermediate-Term Bond ETF worth $1.23M as of Q3 2026.
Midwest Financial Network sold 20,592 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $1.55M.
Vanguard Intermediate-Term Bond ETF made up 0.84% of Midwest Financial Network's portfolio in Q3 2026, its #34 holding.
Midwest Financial Network first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
Midwest Financial Network's Vanguard Intermediate-Term Bond ETF position peaked at $3.63M in Q1 2026.
378 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.