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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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Security Financial Services's BIV Position: Q2 2026 in Review

Security Financial Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 18% in Q2 2026, buying an estimated $192K and bringing the position to 16,272 shares worth $1.25M. The position accounts for 0.17% of the portfolio, ranked #87.

Security Financial Services first reported a position in BIV in Q4 2021 and has held it in 19 quarters since. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Security Financial Services held 16,272 shares of Vanguard Intermediate-Term Bond ETF worth $1.25M as of Q2 2026.
  • Security Financial Services bought 2,503 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $192K.
  • Vanguard Intermediate-Term Bond ETF made up 0.17% of Security Financial Services's portfolio in Q2 2026, its #87 holding.
  • Security Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.