NWAG
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Net Worth Advisory Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Net Worth Advisory 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 		– Sell
-4,248
Closed -$328K – 417
2026
Q1 		$328K Sell
4,248
-4,765
-53% -$371K 0.07% 280
2025
Q4 		$702K Buy
+9,013
New +$705K 0.14% 158
2025
Q3 		– Sell
-3,502
Closed -$271K – 412
2025
Q2 		$271K Buy
+3,502
New +$267K 0.06% 332

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
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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Net Worth Advisory Group's BIV Position: Q2 2026 in Review

Net Worth Advisory Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 4,248 shares — an estimated $328K sold.

Net Worth Advisory Group first reported a position in BIV in Q2 2025 and held it in 3 quarters. The position peaked at $702K in Q4 2025. 230 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Net Worth Advisory Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 4,248 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $328K.
  • Net Worth Advisory Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and held it in 3 quarters.
  • Net Worth Advisory Group's Vanguard Intermediate-Term Bond ETF position peaked at $702K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.