MHS
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M Holdings Securities’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

M Holdings Securities’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
Q1 		$868K Buy
11,300
+1,029
+10% +$80.1K 0.06% 208
2025
Q4 		$800K Buy
+10,271
New +$803K 0.06% 214
2022
Q2 		– Sell
-3,110
Closed -$255K – 445
2022
Q1 		$255K Buy
+3,110
New +$263K 0.02% 430
2019
Q2 		– Sell
-4,332
Closed -$364K – 179
2019
Q1 		$364K Buy
4,332
+45
+1% +$3.7K 0.08% 251
2018
Q4 		$348K Sell
4,287
-557
-11% -$44.6K 0.11% 223
2018
Q3 		$390K Sell
4,844
-861
-15% -$69.6K 0.1% 231
2018
Q2 		$462K Buy
5,705
+65
+1% +$5.25K 0.13% 196
2018
Q1 		$461K Buy
5,640
+126
+2% +$10.3K 0.14% 197
2017
Q4 		$462K Sell
5,514
-644
-10% -$54.3K 0.14% 187
2017
Q3 		$521K Buy
6,158
+45
+0.7% +$3.82K 0.16% 170
2017
Q2 		$517K Buy
6,113
+35
+0.6% +$2.96K 0.18% 159
2017
Q1 		$508K Buy
6,078
+1,216
+25% +$101K 0.2% 140
2016
Q4 		$404K Sell
4,862
-1,089
-18% -$92.5K 0.14% 159
2016
Q3 		$522K Buy
5,951
+2,079
+54% +$182K 0.24% 125
2016
Q2 		$341K Buy
3,872
+1,140
+42% +$98.6K 0.17% 154
2016
Q1 		$236K Buy
+2,732
New +$232K 0.14% 177
2014
Q4 		– Sell
-1,337
Closed -$113K – 209
2014
Q3 		$113K Buy
+1,337
New +$113K 0.06% 262

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M Holdings Securities's BIV Position: Q1 2026 in Review

M Holdings Securities increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 10% in Q1 2026, buying an estimated $80.1K and bringing the position to 11,300 shares worth $868K. The position accounts for 0.06% of the portfolio, ranked #208.

M Holdings Securities first reported a position in BIV in Q3 2014 and has held it in 17 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • M Holdings Securities held 11,300 shares of Vanguard Intermediate-Term Bond ETF worth $868K as of Q1 2026.
  • M Holdings Securities bought 1,029 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $80.1K.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of M Holdings Securities's portfolio in Q1 2026, its #208 holding.
  • M Holdings Securities first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2014 and has held it in 17 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.