World Equity Group
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World Equity Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

World Equity 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 		– Sell
-3,360
Closed -$258K – 268
2026
Q2 		$258K Sell
3,360
-443
-12% -$34K 0.06% 332
2026
Q1 		$275K Sell
3,803
-50
-1% -$3.89K 0.07% 303
2025
Q4 		$300K Buy
3,853
+138
+4% +$10.8K 0.08% 265
2025
Q3 		$290K Sell
3,715
-19
-0.5% -$1.47K 0.07% 280
2025
Q2 		$289K Sell
3,734
-558
-13% -$42.5K 0.08% 253
2025
Q1 		$329K Sell
4,292
-3,572
-45% -$269K 0.09% 212
2024
Q4 		$588K Buy
+7,864
New +$598K 0.13% 170
2024
Q2 		– Sell
-2,938
Closed -$221K – 273
2024
Q1 		$221K Sell
2,938
-758
-21% -$57.1K 0.05% 281
2023
Q4 		$282K Sell
3,696
-170
-4% -$12.5K 0.06% 262
2023
Q3 		$280K Buy
+3,866
New +$286K 0.06% 270
2023
Q2 		– Sell
-112,034
Closed -$3.65M – 338
2023
Q1 		$3.65M Buy
112,034
+93,111
+492% +$7.05M 0.55% 40
2022
Q4 		$1.41M Sell
18,923
-109
-0.6% -$8.08K 0.33% 82
2022
Q3 		$1.4M Sell
19,032
-339
-2% -$26.2K 0.35% 74
2022
Q2 		$1.5M Buy
19,371
+194
+1% +$15.2K 0.38% 71
2022
Q1 		$1.57M Buy
+19,177
New +$1.62M 0.34% 79

Other funds holding BIV

Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

World Equity Group's BIV Position: Q3 2026 in Review

World Equity Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026, closing a stake of 3,360 shares — an estimated $258K sold.

World Equity Group first reported a position in BIV in Q1 2022 and held it in 15 quarters. The position peaked at $3.65M in Q1 2023. 326 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • World Equity Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 3,360 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $258K.
  • World Equity Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and held it in 15 quarters.
  • World Equity Group's Vanguard Intermediate-Term Bond ETF position peaked at $3.65M in Q1 2023.
  • 326 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.