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

PUREfi 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	$210K	Buy	+2,884	New	+$217K	0.1%	219

Other funds holding BIV

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

PUREfi Wealth's BIV Position: Q3 2026 in Review

PUREfi Wealth opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026: 2,884 shares worth $210K. The stake represents 0.1% of the portfolio and ranks #219 among its holdings.

617 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

PUREfi Wealth held 2,884 shares of Vanguard Intermediate-Term Bond ETF worth $210K as of Q3 2026.
Vanguard Intermediate-Term Bond ETF was a new PUREfi Wealth position in Q3 2026.
Vanguard Intermediate-Term Bond ETF made up 0.1% of PUREfi Wealth's portfolio in Q3 2026, its #219 holding.
617 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

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