SFS
BIV icon

Security Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Security Financial Services’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 		$1.25M Buy
16,272
+2,503
+18% +$192K 0.17% 87
2026
Q1 		$1.06M Buy
13,769
+293
+2% +$22.8K 0.17% 89
2025
Q4 		$1.05M Buy
13,476
+750
+6% +$58.7K 0.16% 84
2025
Q3 		$994K Sell
12,726
-147
-1% -$11.4K 0.16% 77
2025
Q2 		$996K Buy
12,873
+1,398
+12% +$106K 0.18% 75
2025
Q1 		$879K Buy
11,475
+386
+3% +$29.1K 0.17% 76
2024
Q4 		$829K Buy
11,089
+244
+2% +$18.6K 0.17% 78
2024
Q3 		$850K Sell
10,845
-392
-3% -$30.2K 0.17% 72
2024
Q2 		$842K Buy
11,237
+2,843
+34% +$211K 0.18% 72
2024
Q1 		$633K Buy
8,394
+726
+9% +$54.7K 0.14% 87
2023
Q4 		$586K Sell
7,668
-1,185
-13% -$86.8K 0.14% 90
2023
Q3 		$640K Sell
8,853
-5,424
-38% -$401K 0.18% 86
2023
Q2 		$1.07M Buy
14,277
+6,022
+73% +$459K 0.3% 60
2023
Q1 		$633K Buy
8,255
+118
+1% +$8.94K 0.19% 82
2022
Q4 		$605K Buy
8,137
+174
+2% +$12.9K 0.19% 83
2022
Q3 		$585K Buy
7,963
+2,065
+35% +$160K 0.2% 84
2022
Q2 		$458K Sell
5,898
-1,919
-25% -$150K 0.15% 90
2022
Q1 		$640K Buy
7,817
+2,002
+34% +$169K 0.2% 71
2021
Q4 		$510K Buy
+5,815
New +$516K 0.17% 88

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
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
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return