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Vanguard Intermediate-Term Bond ETF shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Vanguard Intermediate-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate-Term Bond ETF held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by Elevate Wealth Advisory

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$205k	2.6k	78.09
2025-06-30	$203k	2.6k	77.34
2025-03-31	$201k	2.6k	76.57
2024-12-31	$196k	2.6k	74.73
2024-09-30	$205k	2.6k	78.37

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)

Vanguard Bd Index Fds Short Trm Bond (BSV)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

Dimensional Etf Trust Internatnal Val (DFIV)

Ishares Tr 0-5 Yr Tips Etf (STIP)

Ishares Core Msci Emkt (IEMG)

American Centy Etf Tr Intl Smcp Vlu (AVDV)

Ishares Tr Core Msci Intl (IDEV)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

Ishares Tr Eafe Value Etf (EFV)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Dimensional Etf Trust Us Large Cap Val (DFLV)

Vanguard Index Fds Real Estate Etf (VNQ)

Dimensional Etf Trust Us Equity Market (DFUS)

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

Top funds holding Vanguard Intermediate-Term Bond ETF

Wells Fargo & Company

Envestnet Asset Management

Northwestern Mutual Wealth Management Company

True Link Financial Advisors

Baird Financial

Ameriprise Financial

United Capital Financial Advisers

Mather Group

Tiaa Trust, National Association

Envestnet Portfolio Solutions

Raymond James Financial

View all funds holding Vanguard Intermediate-Term Bond ETF

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