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

Nestegg 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 		$334K Buy
+4,358
New +$335K 0.24% 39
2025
Q3 		– Sell
-2,711
Closed -$210K – 50
2025
Q2 		$210K Buy
+2,711
New +$206K 0.2% 46

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

Nestegg Advisors's BIV Position: Q2 2026 in Review

Nestegg Advisors opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 4,358 shares worth $334K. The stake represents 0.24% of the portfolio and ranks #39 among its holdings. This is a return to the name: Nestegg Advisors previously reported a position in BIV as recently as Q2 2025.

Nestegg Advisors first reported a position in BIV in Q2 2025 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Nestegg Advisors held 4,358 shares of Vanguard Intermediate-Term Bond ETF worth $334K as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Nestegg Advisors position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.24% of Nestegg Advisors's portfolio in Q2 2026, its #39 holding.
  • Nestegg Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.