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

MKT 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 		$379K Buy
+4,983
New +$383K 0.12% 103
2024
Q4 		– Sell
-2,961
Closed -$232K – 152
2024
Q3 		$232K Hold
2,961
– – 0.11% 133
2024
Q2 		$223K Hold
2,961
– – 0.11% 132
2024
Q1 		$218K Sell
2,961
-452
-13% -$34.1K 0.12% 130
2023
Q4 		$258K Sell
3,413
-350
-9% -$25.6K 0.17% 115
2023
Q3 		$269K Buy
3,763
+611
+19% +$45.2K 0.2% 100
2023
Q2 		$236K Sell
3,152
-269
-8% -$20.5K 0.17% 117
2023
Q1 		$265K Hold
3,421
– – 0.2% 99
2022
Q4 		$261K Sell
3,421
-793
-19% -$58.8K 0.2% 103
2022
Q3 		$310K Buy
4,214
+715
+20% +$55.3K 0.27% 78
2022
Q2 		$272K Hold
3,499
– – 0.21% 99
2022
Q1 		$273K Buy
3,499
+199
+6% +$16.8K 0.21% 103
2021
Q4 		$282K Buy
+3,300
New +$293K 0.22% 105

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

MKT Advisors's BIV Position: Q2 2026 in Review

MKT Advisors opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 4,983 shares worth $379K. The stake represents 0.12% of the portfolio and ranks #103 among its holdings. This is a return to the name: MKT Advisors previously reported a position in BIV as recently as Q3 2024.

MKT Advisors first reported a position in BIV in Q4 2021 and has held it in 13 quarters since. 191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • MKT Advisors held 4,983 shares of Vanguard Intermediate-Term Bond ETF worth $379K as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new MKT Advisors position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.12% of MKT Advisors's portfolio in Q2 2026, its #103 holding.
  • MKT Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 13 quarters since.
  • 191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.