Number of Shares
537,925.00
Current Holdings Value*
$41.60 Mil
% of Portfolio
9.76%
Total Estimate Gain
$146,594.76
% of Total Estimate Gain
0.34%

MFA Wealth Advisors, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2025-06-30, MFA Wealth Advisors, LLC held 537,925.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $41.60 Mil. This investment constitutes 9.76% of their stock portfolio, and MFA Wealth Advisors, LLC now holds 0.18% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2021Q4. And since then MFA Wealth Advisors, LLC has made 6 purchases of BIV, at an average price of $76.35, for a total of 568,591.00 shares. In addition, there have been 2 sales at an average price of $77.59 for 30,666.00 shares. Based on historical transaction data and BIV's current price of $76.55, MFA Wealth Advisors, LLC's estimated gain on his BIV holdings is $146,594.76, reflecting a 0.34% gain to date.

MFA Wealth Advisors, LLC BIV ($76.55) Holding Chart

MFA Wealth Advisors, LLC BIV ($76.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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