Seros Financial
BIV icon

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

Seros Financial’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 		$837K Sell
11,490
-4,740
-29% -$356K 0.43% 29
2026
Q2 		$1.24M Buy
16,230
+983
+6% +$75.5K 0.65% 22
2026
Q1 		$1.18M Buy
15,247
+1,611
+12% +$125K 0.75% 19
2025
Q4 		$1.06M Buy
+13,636
New +$1.07M 0.62% 24

Other funds holding BIV

Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Discipline Wealth Solutions
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
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Seros Financial's BIV Position: Q3 2026 in Review

Seros Financial reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 29% in Q3 2026, selling an estimated $356K and leaving 11,490 shares worth $837K. The position accounts for 0.43% of the portfolio, ranked #29.

Seros Financial first reported a position in BIV in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.24M in Q2 2026. 356 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Seros Financial held 11,490 shares of Vanguard Intermediate-Term Bond ETF worth $837K as of Q3 2026.
  • Seros Financial sold 4,740 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $356K.
  • Vanguard Intermediate-Term Bond ETF made up 0.43% of Seros Financial's portfolio in Q3 2026, its #29 holding.
  • Seros Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Seros Financial's Vanguard Intermediate-Term Bond ETF position peaked at $1.24M in Q2 2026.
  • 356 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Seros Financial's 13F filing for Q3 2026, filed 21 Oct 2026.