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

Poinciana Advisors 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	$400K	Buy	5,216 +57	+1%	+$4.38K	0.3%	59
2026 Q1	$398K	Buy	5,159 +34	+0.7%	+$2.65K	0.31%	51
2025 Q4	$399K	Buy	5,125 +70	+1%	+$5.47K	0.31%	54
2025 Q3	$395K	Buy	5,055 +51	+1%	+$3.95K	0.33%	51
2025 Q2	$387K	Sell	5,004 -213	-4%	-$16.2K	0.35%	49
2025 Q1	$399K	Buy	5,217 +33	+0.6%	+$2.49K	0.41%	33
2024 Q4	$387K	Buy	+5,184	New	+$394K	0.39%	36

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Poinciana Advisors Group's BIV Position: Q2 2026 in Review

Poinciana Advisors Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.1% in Q2 2026, buying an estimated $4.38K and bringing the position to 5,216 shares worth $400K. The position accounts for 0.3% of the portfolio, ranked #59.

Poinciana Advisors Group first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. 698 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Poinciana Advisors Group held 5,216 shares of Vanguard Intermediate-Term Bond ETF worth $400K as of Q2 2026.
Poinciana Advisors Group bought 57 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $4.38K.
Vanguard Intermediate-Term Bond ETF made up 0.3% of Poinciana Advisors Group's portfolio in Q2 2026, its #59 holding.
Poinciana Advisors Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
698 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.