Private Wealth Group
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Private Wealth Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Private Wealth 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
Q3 		$699K Hold
9,597
– – 0.27% 36
2026
Q2 		$736K Hold
9,597
– – 0.28% 41
2026
Q1 		$741K Hold
9,597
– – 0.35% 38
2025
Q4 		$747K Hold
9,597
– – 0.36% 38
2025
Q3 		$749K Hold
9,597
– – 0.37% 37
2025
Q2 		$742K Hold
9,597
– – 0.39% 34
2025
Q1 		$735K Sell
9,597
-29,806
-76% -$2.25M 0.43% 32
2024
Q4 		$2.94M Hold
39,403
– – 1.44% 13
2024
Q3 		$3.09M Hold
39,403
– – 1.54% 14
2024
Q2 		$2.95M Hold
39,403
– – 1.55% 14
2024
Q1 		$2.97M Hold
39,403
– – 1.54% 14
2023
Q4 		$3.01M Sell
39,403
-5,581
-12% -$409K 1.71% 13
2023
Q3 		$3.25M Buy
+44,984
New +$3.33M 2.13% 13

Other funds holding BIV

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Private Wealth Group's BIV Position: Q3 2026 in Review

Private Wealth Group held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2026 at 9,597 shares worth $699K. The position accounts for 0.27% of the portfolio, ranked #36.

Private Wealth Group first reported a position in BIV in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.25M in Q3 2023. 617 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Private Wealth Group held 9,597 shares of Vanguard Intermediate-Term Bond ETF worth $699K as of Q3 2026.
  • Private Wealth Group left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.27% of Private Wealth Group's portfolio in Q3 2026, its #36 holding.
  • Private Wealth Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Private Wealth Group's Vanguard Intermediate-Term Bond ETF position peaked at $3.25M in Q3 2023.
  • 617 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.