MAI Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

MAI Capital 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	$25.5M	Buy	332,133 +33,862	+11%	+$2.6M	0.1%	184
2026 Q1	$23M	Buy	298,271 +13,393	+5%	+$1.04M	0.13%	148
2025 Q4	$22.2M	Buy	284,878 +29,167	+11%	+$2.28M	0.13%	148
2025 Q3	$20M	Buy	255,711 +4,385	+2%	+$339K	0.12%	155
2025 Q2	$19.4M	Buy	251,326 +11,695	+5%	+$891K	0.13%	142
2025 Q1	$18.3M	Buy	239,631 +7,893	+3%	+$595K	0.14%	141
2024 Q4	$17.3M	Buy	+231,738	New	+$17.6M	0.13%	144

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

MAI Capital Management's BIV Position: Q2 2026 in Review

MAI Capital Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 11% in Q2 2026, buying an estimated $2.6M and bringing the position to 332,133 shares worth $25.5M. The position accounts for 0.1% of the portfolio, ranked #184.

MAI Capital Management first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

MAI Capital Management held 332,133 shares of Vanguard Intermediate-Term Bond ETF worth $25.5M as of Q2 2026.
MAI Capital Management bought 33,862 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.6M.
Vanguard Intermediate-Term Bond ETF made up 0.1% of MAI Capital Management's portfolio in Q2 2026, its #184 holding.
MAI Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.