SWA
BIV icon

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

Safir Wealth Advisors’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 		$11M Buy
143,732
+8,230
+6% +$632K 7.16% 6
2026
Q1 		$10.5M Sell
135,502
-405
-0.3% -$31.5K 7.56% 6
2025
Q4 		$10.6M Buy
135,907
+4,105
+3% +$321K 7.42% 6
2025
Q3 		$10.3M Sell
131,802
-609
-0.5% -$47.1K 7.27% 6
2025
Q2 		$10.2M Buy
132,411
+1,390
+1% +$106K 7.51% 6
2025
Q1 		$10M Buy
131,021
+42,487
+48% +$3.21M 7.96% 6
2024
Q4 		$6.62M Buy
88,534
+1,262
+1% +$95.9K 5.1% 7
2024
Q3 		$6.84M Buy
87,272
+2,060
+2% +$159K 5.26% 7
2024
Q2 		$6.38M Sell
85,212
-207
-0.2% -$15.4K 5.23% 7
2024
Q1 		$6.44M Buy
85,419
+5,388
+7% +$406K 5.29% 7
2023
Q4 		$6.11M Sell
80,031
-42
-0.1% -$3.08K 5.5% 7
2023
Q3 		$5.79M Sell
80,073
-159
-0.2% -$11.8K 5.6% 7
2023
Q2 		$6.04M Buy
80,232
+2,591
+3% +$197K 5.58% 7
2023
Q1 		$5.96M Buy
77,641
+1,705
+2% +$129K 5.88% 7
2022
Q4 		$5.64M Sell
75,936
-230
-0.3% -$17K 5.75% 7
2022
Q3 		$5.6M Sell
76,166
-2,350
-3% -$182K 5.82% 7
2022
Q2 		$6.1M Sell
78,516
-1,165
-1% -$91.4K 5.97% 7
2022
Q1 		$6.53M Sell
79,681
-2,320
-3% -$196K 5.45% 7
2021
Q4 		$7.18M Buy
82,001
+1,205
+1% +$107K 5.59% 8
2021
Q3 		$7.23M Sell
80,796
-1,745
-2% -$158K 6.05% 6
2021
Q2 		$7.42M Buy
82,541
+5,792
+8% +$517K 6.3% 6
2021
Q1 		$6.81M Buy
76,749
+2,208
+3% +$201K 6.24% 6
2020
Q4 		$6.92M Buy
+74,541
New +$6.94M 6.43% 6

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Safir Wealth Advisors's BIV Position: Q2 2026 in Review

Safir Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.1% in Q2 2026, buying an estimated $632K and bringing the position to 143,732 shares worth $11M. The position accounts for 7.16% of the portfolio, ranked #6.

Safir Wealth Advisors first reported a position in BIV in Q4 2020 and has held it in 23 quarters since. 192 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Safir Wealth Advisors held 143,732 shares of Vanguard Intermediate-Term Bond ETF worth $11M as of Q2 2026.
  • Safir Wealth Advisors bought 8,230 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $632K.
  • Vanguard Intermediate-Term Bond ETF made up 7.16% of Safir Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Safir Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 192 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.