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

Uptown Financial Advisors’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 		$4.05M Sell
52,739
-986
-2% -$75.7K 2.66% 11
2026
Q1 		$4.15M Buy
53,725
+2,293
+4% +$179K 3.29% 10
2025
Q4 		$4.01M Buy
51,432
+5,952
+13% +$465K 2.87% 9
2025
Q3 		$3.55M Sell
45,480
-661
-1% -$51.2K 2.93% 10
2025
Q2 		$3.57M Sell
46,141
-1,756
-4% -$134K 3.06% 9
2025
Q1 		$3.67M Buy
47,897
+4,344
+10% +$328K 3.74% 7
2024
Q4 		$3.25M Buy
+43,553
New +$3.31M 3.51% 9

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
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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Uptown Financial Advisors's BIV Position: Q2 2026 in Review

Uptown Financial Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.8% in Q2 2026, selling an estimated $75.7K and leaving 52,739 shares worth $4.05M. The position accounts for 2.66% of the portfolio, ranked #11.

Uptown Financial Advisors first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.15M in Q1 2026. 276 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Uptown Financial Advisors held 52,739 shares of Vanguard Intermediate-Term Bond ETF worth $4.05M as of Q2 2026.
  • Uptown Financial Advisors sold 986 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $75.7K.
  • Vanguard Intermediate-Term Bond ETF made up 2.66% of Uptown Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Uptown Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Uptown Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $4.15M in Q1 2026.
  • 276 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.