Maloon Powers Pitre Higgins & Dennehy’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Maloon Powers Pitre Higgins & Dennehy’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	$869K	Buy	+11,324	New	+$869K	0.3%	61

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

Maloon Powers Pitre Higgins & Dennehy's BIV Position: Q2 2026 in Review

Maloon Powers Pitre Higgins & Dennehy opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 11,324 shares worth $869K. The stake represents 0.3% of the portfolio and ranks #61 among its holdings.

1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Maloon Powers Pitre Higgins & Dennehy held 11,324 shares of Vanguard Intermediate-Term Bond ETF worth $869K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Maloon Powers Pitre Higgins & Dennehy position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.3% of Maloon Powers Pitre Higgins & Dennehy's portfolio in Q2 2026, its #61 holding.
1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Maloon Powers Pitre Higgins & Dennehy's 13F filing for Q2 2026, filed 14 Aug 2026.