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

SYM Financial Corp’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	–	Sell	-279	Closed	-$21.4K	–	530
2026 Q2	$21.4K	Buy	+279	New	+$21.4K	﹤0.01%	465
2025 Q3	–	Sell	-86	Closed	-$6.67K	–	413
2025 Q2	$6.67K	Buy	+86	New	+$6.55K	﹤0.01%	406
2025 Q1	–	Sell	-4	Closed	-$299	–	357
2024 Q4	$299	Buy	+4	New	+$304	﹤0.01%	332
2022 Q4	–	Sell	-818	Closed	-$60K	–	122
2022 Q3	$60K	Buy	+818	New	+$63.3K	0.03%	69

Other funds holding BIV

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

SYM Financial Corp's BIV Position: Q3 2026 in Review

SYM Financial Corp sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026, closing a stake of 279 shares — an estimated $21.4K sold.

SYM Financial Corp first reported a position in BIV in Q3 2022 and held it in 4 quarters. The position peaked at $60K in Q3 2022. 353 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

SYM Financial Corp reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
SYM Financial Corp sold 279 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $21.4K.
SYM Financial Corp first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and held it in 4 quarters.
SYM Financial Corp's Vanguard Intermediate-Term Bond ETF position peaked at $60K in Q3 2022.
353 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.