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Omni 360 Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Omni 360 Wealth’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 		$306K Buy
4,197
+725
+21% +$54.5K 0.14% 116
2026
Q2 		$266K Sell
3,472
-65
-2% -$4.99K 0.12% 119
2026
Q1 		$273K Sell
3,537
-180
-5% -$14K 0.14% 112
2025
Q4 		$290K Buy
3,717
+24
+0.6% +$1.88K 0.15% 110
2025
Q3 		$288K Buy
3,693
+129
+4% +$9.99K 0.16% 101
2025
Q2 		$276K Sell
3,564
-182
-5% -$13.9K 0.17% 98
2025
Q1 		$287K Buy
3,746
+722
+24% +$54.5K 0.19% 87
2024
Q4 		$226K Sell
3,024
-252
-8% -$19.2K 0.15% 106
2024
Q3 		$257K Sell
3,276
-735
-18% -$56.7K 0.18% 102
2024
Q2 		$300K Sell
4,011
-354
-8% -$26.3K 0.23% 89
2024
Q1 		$329K Sell
4,365
-495
-10% -$37.3K 0.27% 77
2023
Q4 		$371K Buy
+4,860
New +$356K 0.35% 66

Other funds holding BIV

SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Omni 360 Wealth's BIV Position: Q3 2026 in Review

Omni 360 Wealth increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 21% in Q3 2026, buying an estimated $54.5K and bringing the position to 4,197 shares worth $306K. The position accounts for 0.14% of the portfolio, ranked #116.

Omni 360 Wealth first reported a position in BIV in Q4 2023 and has held it in 12 quarters since. The position peaked at $371K in Q4 2023. 82 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Omni 360 Wealth held 4,197 shares of Vanguard Intermediate-Term Bond ETF worth $306K as of Q3 2026.
  • Omni 360 Wealth bought 725 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $54.5K.
  • Vanguard Intermediate-Term Bond ETF made up 0.14% of Omni 360 Wealth's portfolio in Q3 2026, its #116 holding.
  • Omni 360 Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Omni 360 Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $371K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.