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Nations Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Nations Financial Group’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 		$413K Sell
5,383
-427
-7% -$32.8K 0.02% 584
2026
Q1 		$448K Buy
5,810
+2,510
+76% +$195K 0.02% 567
2025
Q4 		$257K Sell
3,300
-163
-5% -$12.7K 0.01% 660
2025
Q3 		$270K Buy
3,463
+2
+0.1% +$155 0.02% 610
2025
Q2 		$268K Buy
3,461
+275
+9% +$20.9K 0.02% 587
2025
Q1 		$244K Buy
3,186
+13
+0.4% +$981 0.02% 569
2024
Q4 		$237K Buy
3,173
+388
+14% +$29.5K 0.02% 606
2024
Q3 		$218K Sell
2,785
-109
-4% -$8.4K 0.02% 630
2024
Q2 		$217K Buy
+2,894
New +$215K 0.02% 594

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
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 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
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Nations Financial Group's BIV Position: Q2 2026 in Review

Nations Financial Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.3% in Q2 2026, selling an estimated $32.8K and leaving 5,383 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #584.

Nations Financial Group first reported a position in BIV in Q2 2024 and has held it in 9 quarters since. The position peaked at $448K in Q1 2026. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Nations Financial Group held 5,383 shares of Vanguard Intermediate-Term Bond ETF worth $413K as of Q2 2026.
  • Nations Financial Group sold 427 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $32.8K.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #584 holding.
  • Nations Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Nations Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $448K in Q1 2026.
  • 347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.