Brooks Moore & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Brooks Moore & Associates’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	$290K	Hold	3,775	–	–	0.13%	100
2026 Q1	$291K	Buy	+3,775	New	+$294K	0.15%	93
2022 Q2	–	Sell	-3,192	Closed	-$261K	–	90
2022 Q1	$261K	Sell	3,192 -1,200	-27%	-$101K	0.16%	88
2021 Q4	$385K	Sell	4,392 -225	-5%	-$20K	0.23%	77
2021 Q3	$413K	Hold	4,617	–	–	0.27%	69
2021 Q2	$415K	Hold	4,617	–	–	0.26%	72
2021 Q1	$410K	Hold	4,617	–	–	0.28%	71
2020 Q4	$429K	Hold	4,617	–	–	0.33%	71
2020 Q3	$432K	Hold	4,617	–	–	0.37%	62
2020 Q2	$430K	Hold	4,617	–	–	0.4%	58
2020 Q1	$412K	Hold	4,617	–	–	0.44%	66
2019 Q4	$403K	Hold	4,617	–	–	0.32%	73
2019 Q3	$406K	Sell	4,617 -200	-4%	-$17.5K	0.34%	73
2019 Q2	$417K	Buy	4,817 +50	+1%	+$4.22K	0.36%	74
2019 Q1	$400K	Hold	4,767	–	–	0.37%	68
2018 Q4	$388K	Buy	+4,767	New	+$382K	0.39%	64

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

Brooks Moore & Associates's BIV Position: Q2 2026 in Review

Brooks Moore & Associates held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 3,775 shares worth $290K. The position accounts for 0.13% of the portfolio, ranked #100.

Brooks Moore & Associates first reported a position in BIV in Q4 2018 and has held it in 16 quarters since. The position peaked at $432K in Q3 2020. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Brooks Moore & Associates held 3,775 shares of Vanguard Intermediate-Term Bond ETF worth $290K as of Q2 2026.
Brooks Moore & Associates left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.13% of Brooks Moore & Associates's portfolio in Q2 2026, its #100 holding.
Brooks Moore & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 16 quarters since.
Brooks Moore & Associates's Vanguard Intermediate-Term Bond ETF position peaked at $432K in Q3 2020.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.