Silver Oak Advisory Group
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Silver Oak Advisory Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Silver Oak Advisory Group’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 		$8.17M Buy
112,156
+18,862
+20% +$1.42M 3.16% 10
2026
Q2 		$7.16M Buy
93,294
+2,159
+2% +$166K 2.82% 11
2026
Q1 		$7.03M Buy
91,135
+4,759
+6% +$370K 3.03% 10
2025
Q4 		$6.73M Buy
86,376
+5,732
+7% +$448K 3.04% 9
2025
Q3 		$6.3M Buy
80,644
+1,378
+2% +$107K 2.85% 10
2025
Q2 		$6.13M Buy
79,266
+6,595
+9% +$502K 2.97% 10
2025
Q1 		$5.56M Buy
72,671
+6,613
+10% +$499K 2.95% 10
2024
Q4 		$4.94M Sell
66,058
-6,103
-8% -$464K 2.61% 11
2024
Q3 		$5.66M Buy
72,161
+4,058
+6% +$313K 2.9% 10
2024
Q2 		$5.1M Sell
68,103
-3,744
-5% -$278K 2.83% 10
2024
Q1 		$5.42M Buy
71,847
+3,448
+5% +$260K 3.04% 10
2023
Q4 		$5.22M Buy
68,399
+27,650
+68% +$2.03M 3.07% 10
2023
Q3 		$2.95M Sell
40,749
-10,607
-21% -$785K 1.91% 12
2023
Q2 		$3.86M Buy
51,356
+1,870
+4% +$142K 2.53% 12
2023
Q1 		$3.8M Sell
49,486
-4,489
-8% -$340K 2.55% 11
2022
Q4 		$4.01M Sell
53,975
-6,324
-10% -$469K 2.83% 11
2022
Q3 		$4.43M Buy
60,299
+15,616
+35% +$1.21M 3.32% 10
2022
Q2 		$3.47M Buy
44,683
+2,005
+5% +$157K 2.46% 12
2022
Q1 		$3.5M Buy
42,678
+9,404
+28% +$794K 2.28% 12
2021
Q4 		$2.92M Buy
+33,274
New +$2.95M 1.85% 12

Other funds holding BIV

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Silver Oak Advisory Group's BIV Position: Q3 2026 in Review

Silver Oak Advisory Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 20% in Q3 2026, buying an estimated $1.42M and bringing the position to 112,156 shares worth $8.17M. The position accounts for 3.16% of the portfolio, ranked #10.

Silver Oak Advisory Group first reported a position in BIV in Q4 2021 and has held it in 20 quarters since. 796 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Silver Oak Advisory Group held 112,156 shares of Vanguard Intermediate-Term Bond ETF worth $8.17M as of Q3 2026.
  • Silver Oak Advisory Group bought 18,862 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $1.42M.
  • Vanguard Intermediate-Term Bond ETF made up 3.16% of Silver Oak Advisory Group's portfolio in Q3 2026, its #10 holding.
  • Silver Oak Advisory Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • 796 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.