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

TME 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
Q2 		– Sell
-2,623
Closed -$202K – 71
2026
Q1 		$202K Sell
2,623
-26
-1% -$2.02K 0.14% 65
2025
Q4 		$206K Sell
2,649
-1,541
-37% -$121K 0.14% 68
2025
Q3 		$327K Sell
4,190
-343
-8% -$26.6K 0.25% 56
2025
Q2 		$351K Sell
4,533
-198
-4% -$15.1K 0.28% 54
2025
Q1 		$362K Sell
4,731
-786
-14% -$59.3K 0.31% 47
2024
Q4 		$432K Buy
+5,517
New +$419K 0.4% 43

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
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 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
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

TME Financial's BIV Position: Q2 2026 in Review

TME Financial sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 2,623 shares — an estimated $202K sold.

TME Financial first reported a position in BIV in Q4 2024 and held it in 6 quarters. The position peaked at $432K in Q4 2024. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • TME Financial reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • TME Financial sold 2,623 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $202K.
  • TME Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 6 quarters.
  • TME Financial's Vanguard Intermediate-Term Bond ETF position peaked at $432K in Q4 2024.
  • 347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on TME Financial's 13F filing for Q2 2026, filed 23 Jul 2026.