McCarley & Cook Financial Planners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

McCarley & Cook Financial Planners’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	$103K	Hold	1,410	–	–	0.08%	73
2026 Q2	$108K	Hold	1,410	–	–	0.08%	70
2026 Q1	$109K	Buy	+1,410	New	+$110K	0.09%	72

Other funds holding BIV

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

McCarley & Cook Financial Planners's BIV Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2026 at 1,410 shares worth $103K. The position accounts for 0.08% of the portfolio, ranked #73.

McCarley & Cook Financial Planners first reported a position in BIV in Q1 2026 and has held it in 3 quarters since. The position peaked at $109K in Q1 2026. 347 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

McCarley & Cook Financial Planners held 1,410 shares of Vanguard Intermediate-Term Bond ETF worth $103K as of Q3 2026.
McCarley & Cook Financial Planners left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2026.
Vanguard Intermediate-Term Bond ETF made up 0.08% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #73 holding.
McCarley & Cook Financial Planners first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2026 and has held it in 3 quarters since.
McCarley & Cook Financial Planners's Vanguard Intermediate-Term Bond ETF position peaked at $109K in Q1 2026.
347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.