United Advisor Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

United Advisor 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	$204K	Sell	2,795 -146	-5%	-$11K	0.02%	545
2026 Q2	$226K	Buy	2,941 +18	+0.6%	+$1.38K	0.02%	492
2026 Q1	$226K	Sell	2,923 -2	-0.1%	-$156	0.03%	464
2025 Q4	$228K	Buy	2,925 +168	+6%	+$13.1K	0.03%	448
2025 Q3	$215K	Buy	2,757 +10	+0.4%	+$774	0.03%	431
2025 Q2	$212K	Buy	2,747 +131	+5%	+$10K	0.04%	367
2025 Q1	$200K	Buy	+2,616	New	+$197K	0.04%	341
2024 Q4	–	Sell	-2,621	Closed	-$205K	–	368
2024 Q3	$205K	Buy	+2,621	New	+$202K	0.05%	332
2024 Q1	–	Sell	-526	Closed	-$204K	–	211
2023 Q4	$204K	Buy	+526	New	+$38.5K	0.25%	53

Other funds holding BIV

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

United Advisor Group's BIV Position: Q3 2026 in Review

United Advisor Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5% in Q3 2026, selling an estimated $11K and leaving 2,795 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #545.

United Advisor Group first reported a position in BIV in Q4 2023 and has held it in 9 quarters since. The position peaked at $228K in Q4 2025. 619 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

United Advisor Group held 2,795 shares of Vanguard Intermediate-Term Bond ETF worth $204K as of Q3 2026.
United Advisor Group sold 146 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $11K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #545 holding.
United Advisor Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 9 quarters since.
United Advisor Group's Vanguard Intermediate-Term Bond ETF position peaked at $228K in Q4 2025.
619 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.