S.A. Mason’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

S.A. Mason’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	$338K	Hold	4,641	–	–	0.1%	170
2026 Q2	$356K	Hold	4,641	–	–	0.11%	166
2026 Q1	$358K	Sell	4,641 -80	-2%	-$6.23K	0.13%	147
2025 Q4	$368K	Buy	4,721 +1,250	+36%	+$97.8K	0.15%	136
2025 Q3	$271K	Hold	3,471	–	–	0.12%	158
2025 Q2	$268K	Hold	3,471	–	–	0.13%	147
2025 Q1	$266K	Hold	3,471	–	–	0.14%	143
2024 Q4	$259K	Hold	3,471	–	–	0.14%	145
2024 Q3	$272K	Hold	3,471	–	–	0.14%	141
2024 Q2	$260K	Hold	3,471	–	–	0.15%	140
2024 Q1	$262K	Hold	3,471	–	–	0.16%	138
2023 Q4	$265K	Hold	3,471	–	–	0.18%	129
2023 Q3	$251K	Sell	3,471 -100	-3%	-$7.4K	0.18%	133
2023 Q2	$274K	Hold	3,571	–	–	0.2%	129
2023 Q1	$274K	Hold	3,571	–	–	0.2%	129
2022 Q4	$265K	Sell	3,571 -2,445	-41%	-$181K	0.2%	127
2022 Q3	$442K	Sell	6,016 -175	-3%	-$13.5K	0.35%	81
2022 Q2	$481K	Sell	6,191 -815	-12%	-$63.9K	0.35%	79
2022 Q1	$574K	Sell	7,006 -25	-0.4%	-$2.11K	0.36%	77
2021 Q4	$616K	Hold	7,031	–	–	0.37%	77
2021 Q3	$629K	Hold	7,031	–	–	0.41%	72
2021 Q2	$633K	Hold	7,031	–	–	0.44%	66
2021 Q1	$624K	Buy	7,031 +10	+0.1%	+$908	0.47%	66
2020 Q4	$652K	Buy	7,021 +2,625	+60%	+$244K	0.54%	52
2020 Q3	$411K	Hold	4,396	–	–	0.39%	71
2020 Q2	$410K	Buy	4,396 +500	+13%	+$45.8K	0.43%	66
2020 Q1	$348K	Buy	3,896 +2,095	+116%	+$186K	0.42%	68
2019 Q4	$157K	Buy	+1,801	New	+$158K	0.15%	141

Other funds holding BIV

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 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

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

S.A. Mason's BIV Position: Q3 2026 in Review

S.A. Mason held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2026 at 4,641 shares worth $338K. The position accounts for 0.1% of the portfolio, ranked #170.

S.A. Mason first reported a position in BIV in Q4 2019 and has held it in 28 quarters since. The position peaked at $652K in Q4 2020. 310 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

S.A. Mason held 4,641 shares of Vanguard Intermediate-Term Bond ETF worth $338K as of Q3 2026.
S.A. Mason left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2026.
Vanguard Intermediate-Term Bond ETF made up 0.1% of S.A. Mason's portfolio in Q3 2026, its #170 holding.
S.A. Mason first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 28 quarters since.
S.A. Mason's Vanguard Intermediate-Term Bond ETF position peaked at $652K in Q4 2020.
310 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.