MFA WEALTH ADVISORS, LLC BIV holdings history
VANGUARD INTERMEDIATE-TERM B · CUSIP 921937819 · CIK 1688184
As of 2026-06-30, MFA WEALTH ADVISORS, LLC reported 600.45K BIV (shares), valued at $46.05M, or 7.85% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares decreased 2.34%; reported value decreased 2.95%, and weight changed -1.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 7.85% | 600,446 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 9.34% | 614,849 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 9.43% | 572,740 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 9.44% | 553,608 | SEC filing ↗Filed Oct 20, 2025 |
| Q2 2025 | 9.76% | 537,925 | SEC filing ↗Filed Jul 14, 2025 |
| Q1 2025 | 10.67% | 563,041 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 10.49% | 548,621 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 7.99% | 466,407 | SEC filing ↗Filed Oct 22, 2024 |
| Q2 2024 | 2.99% | 182,761 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 2.62% | 132,259 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 2.62% | 132,259 | $9.97M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 2.99% | 182,761 | $13.69M | Shares increased 38.18%; reported value increased 37.25%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 7.99% | 466,407 | $36.55M | Shares increased 155.20%; reported value increased 167.06%, and weight changed +5.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2024 |
| Q4 2024 | 10.49% | 548,621 | $41.00M | Shares increased 17.63%; reported value increased 12.16%, and weight changed +2.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 10.67% | 563,041 | $43.11M | Shares increased 2.63%; reported value increased 5.16%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 9.76% | 537,925 | $41.60M | Shares decreased 4.46%; reported value decreased 3.50%, and weight changed -0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2025 |
| Q3 2025 | 9.44% | 553,608 | $43.23M | Shares increased 2.92%; reported value increased 3.91%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 20, 2025 |
| Q4 2025 | 9.43% | 572,740 | $44.61M | Shares increased 3.46%; reported value increased 3.18%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 9.34% | 614,849 | $47.45M | Shares increased 7.35%; reported value increased 6.39%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 7.85% | 600,446 | $46.05M | Shares decreased 2.34%; reported value decreased 2.95%, and weight changed -1.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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