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

Sax 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
Q3 		$522K Buy
7,159
+986
+16% +$74.1K 0.01% 441
2026
Q2 		$476K Buy
+6,173
New +$474K 0.02% 350
2025
Q3 		– Sell
-6,704
Closed -$518K – 438
2025
Q2 		$518K Sell
6,704
-2,436
-27% -$186K 0.03% 252
2025
Q1 		$700K Buy
+9,140
New +$690K 0.05% 177
2024
Q2 		– Sell
-4,961
Closed -$374K – 275
2024
Q1 		$374K Sell
4,961
-1,197
-19% -$90.2K 0.04% 136
2023
Q4 		$470K Sell
6,158
-944
-13% -$69.1K 0.08% 125
2023
Q3 		$514K Sell
7,102
-882
-11% -$65.2K 0.1% 109
2023
Q2 		$601K Buy
7,984
+119
+2% +$9.06K 0.12% 98
2023
Q1 		$604K Buy
7,865
+234
+3% +$17.7K 0.13% 94
2022
Q4 		$567K Sell
7,631
-2,835
-27% -$210K 0.13% 90
2022
Q3 		$769K Sell
10,466
-1,256
-11% -$97.2K 0.2% 69
2022
Q2 		$910K Sell
11,722
-685
-6% -$53.7K 0.23% 68
2022
Q1 		$1.02M Sell
12,407
-809
-6% -$68.3K 0.25% 61
2021
Q4 		$1.16M Sell
13,216
-13
-0.1% -$1.15K 0.24% 62
2021
Q3 		$1.18M Buy
13,229
+3,368
+34% +$305K 0.28% 53
2021
Q2 		$887K Buy
9,861
+2,233
+29% +$199K 0.3% 62
2021
Q1 		$677K Buy
7,628
+615
+9% +$55.9K 0.25% 73
2020
Q4 		$651K Buy
+7,013
New +$653K 0.3% 61

Other funds holding BIV

MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
BCA
Ballentine Capital Advisors Greenville, South Carolina $266M AUM 11.26% 1-Year Est. Return

Sax Wealth Advisors's BIV Position: Q3 2026 in Review

Sax Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 16% in Q3 2026, buying an estimated $74.1K and bringing the position to 7,159 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #441.

Sax Wealth Advisors first reported a position in BIV in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.18M in Q3 2021. 125 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Sax Wealth Advisors held 7,159 shares of Vanguard Intermediate-Term Bond ETF worth $522K as of Q3 2026.
  • Sax Wealth Advisors bought 986 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $74.1K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #441 holding.
  • Sax Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • Sax Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.18M in Q3 2021.
  • 125 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.