Allen Mooney & Barnes Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Allen Mooney & Barnes Investment 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	$429K	Sell	5,595 -218	-4%	-$16.7K	0.07%	112
2026 Q1	$449K	Hold	5,813	–	–	0.06%	110
2025 Q4	$453K	Sell	5,813 -321	-5%	-$25.1K	0.07%	107
2025 Q3	$479K	Hold	6,134	–	–	0.07%	105
2025 Q2	$474K	Sell	6,134 -186	-3%	-$14.2K	0.08%	109
2025 Q1	$484K	Hold	6,320	–	–	0.08%	105
2024 Q4	$472K	Sell	6,320 -650	-9%	-$49.4K	0.08%	107
2024 Q3	$546K	Hold	6,970	–	–	0.09%	93
2024 Q2	$522K	Buy	6,970 +2,093	+43%	+$156K	0.09%	99
2024 Q1	$359K	Buy	4,877 +20	+0.4%	+$1.51K	0.07%	127
2023 Q4	$371K	Buy	4,857 +13	+0.3%	+$952	0.07%	119
2023 Q3	$350K	Buy	4,844 +156	+3%	+$11.5K	0.07%	109
2023 Q2	$353K	Buy	4,688 +34	+0.7%	+$2.59K	0.08%	106
2023 Q1	$357K	Sell	4,654 -9	-0.2%	-$682	0.09%	102
2022 Q4	$347K	Buy	4,663 +40	+0.9%	+$2.96K	0.08%	102
2022 Q3	$340K	Buy	4,623 +25	+0.5%	+$1.93K	0.09%	103
2022 Q2	$357K	Buy	+4,598	New	+$361K	0.09%	107

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's BIV Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.8% in Q2 2026, selling an estimated $16.7K and leaving 5,595 shares worth $429K. The position accounts for 0.07% of the portfolio, ranked #112.

Allen Mooney & Barnes Investment Advisors first reported a position in BIV in Q2 2022 and has held it in 17 quarters since. The position peaked at $546K in Q3 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Allen Mooney & Barnes Investment Advisors held 5,595 shares of Vanguard Intermediate-Term Bond ETF worth $429K as of Q2 2026.
Allen Mooney & Barnes Investment Advisors sold 218 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $16.7K.
Vanguard Intermediate-Term Bond ETF made up 0.07% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #112 holding.
Allen Mooney & Barnes Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
Allen Mooney & Barnes Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $546K in Q3 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.