American Money Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

American Money Management’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	$22.1M	Buy	288,490 +7,978	+3%	+$612K	3.16%	5
2026 Q1	$21.6M	Buy	280,512 +5,743	+2%	+$447K	3.43%	6
2025 Q4	$21.4M	Buy	274,769 +10,436	+4%	+$816K	3.36%	5
2025 Q3	$20.6M	Buy	264,333 +6,003	+2%	+$465K	3.44%	5
2025 Q2	$20M	Buy	258,330 +14,076	+6%	+$1.07M	3.53%	5
2025 Q1	$18.7M	Buy	244,254 +12,081	+5%	+$911K	3.55%	5
2024 Q4	$17.4M	Buy	232,173 +18,612	+9%	+$1.42M	3.38%	5
2024 Q3	$16.7M	Buy	213,561 +14,015	+7%	+$1.08M	3.35%	6
2024 Q2	$14.9M	Buy	199,546 +8,744	+5%	+$650K	3.19%	6
2024 Q1	$14.4M	Buy	190,802 +16,722	+10%	+$1.26M	3%	6
2023 Q4	$13.3M	Buy	174,080 +157,579	+955%	+$11.5M	3%	6
2023 Q3	$1.19M	Sell	16,501 -62	-0.4%	-$4.59K	0.3%	64
2023 Q2	$1.25M	Sell	16,563 -1,309	-7%	-$99.7K	0.31%	65
2023 Q1	$1.37M	Sell	17,872 -1,457	-8%	-$110K	0.36%	60
2022 Q4	$1.44M	Sell	19,329 -126	-0.6%	-$9.34K	0.41%	57
2022 Q3	$1.43M	Sell	19,455 -374	-2%	-$28.9K	0.44%	55
2022 Q2	$1.54M	Sell	19,829 -3,892	-16%	-$305K	0.45%	52
2022 Q1	$1.94M	Sell	23,721 -837	-3%	-$70.7K	0.52%	52
2021 Q4	$2.15M	Buy	24,558 +33	+0.1%	+$2.93K	0.56%	51
2021 Q3	$2.19M	Buy	+24,525	New	+$2.22M	0.62%	49

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

American Money Management's BIV Position: Q2 2026 in Review

American Money Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.8% in Q2 2026, buying an estimated $612K and bringing the position to 288,490 shares worth $22.1M. The position accounts for 3.16% of the portfolio, ranked #5.

American Money Management first reported a position in BIV in Q3 2021 and has held it in 20 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

American Money Management held 288,490 shares of Vanguard Intermediate-Term Bond ETF worth $22.1M as of Q2 2026.
American Money Management bought 7,978 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $612K.
Vanguard Intermediate-Term Bond ETF made up 3.16% of American Money Management's portfolio in Q2 2026, its #5 holding.
American Money Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2021 and has held it in 20 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.