Oakmont Advisory Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Oakmont 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	$1.22M	Buy	15,955 +773	+5%	+$59.3K	1.03%	14
2026 Q1	$1.17M	Buy	15,182 +57	+0.4%	+$4.44K	1.19%	14
2025 Q4	$1.18M	Buy	+15,125	New	+$1.18M	1.26%	18

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oakmont Advisory Group's BIV Position: Q2 2026 in Review

Oakmont Advisory Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.1% in Q2 2026, buying an estimated $59.3K and bringing the position to 15,955 shares worth $1.22M. The position accounts for 1.03% of the portfolio, ranked #14.

Oakmont Advisory Group first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Oakmont Advisory Group held 15,955 shares of Vanguard Intermediate-Term Bond ETF worth $1.22M as of Q2 2026.
Oakmont Advisory Group bought 773 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $59.3K.
Vanguard Intermediate-Term Bond ETF made up 1.03% of Oakmont Advisory Group's portfolio in Q2 2026, its #14 holding.
Oakmont Advisory Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.