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Prudent Investor Advisors, LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Prudent Investor Advisors, LLC’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 		$1.29M Buy
+17,653
New +$1.33M 1.01% 19

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Citizens Financial Group
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Mather Group
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Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Prudent Investor Advisors, LLC's BIV Position: Q3 2026 in Review

Prudent Investor Advisors, LLC opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026: 17,653 shares worth $1.29M. The stake represents 1.01% of the portfolio and ranks #19 among its holdings.

310 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Prudent Investor Advisors, LLC held 17,653 shares of Vanguard Intermediate-Term Bond ETF worth $1.29M as of Q3 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Prudent Investor Advisors, LLC position in Q3 2026.
  • Vanguard Intermediate-Term Bond ETF made up 1.01% of Prudent Investor Advisors, LLC's portfolio in Q3 2026, its #19 holding.
  • 310 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Prudent Investor Advisors, LLC's 13F filing for Q3 2026, filed 22 Oct 2026.