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Marmo Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Marmo Financial Group’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 		$4.14M Sell
53,609
-733
-1% -$57.1K 2.05% 14
2025
Q4 		$4.23M Buy
54,342
+1,735
+3% +$136K 2% 14
2025
Q3 		$4.11M Buy
+52,607
New +$4.07M 1.99% 15

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

Marmo Financial Group's BIV Position: Q1 2026 in Review

Marmo Financial Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.3% in Q1 2026, selling an estimated $57.1K and leaving 53,609 shares worth $4.14M. The position accounts for 2.05% of the portfolio, ranked #14.

Marmo Financial Group first reported a position in BIV in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.23M in Q4 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Marmo Financial Group held 53,609 shares of Vanguard Intermediate-Term Bond ETF worth $4.14M as of Q1 2026.
  • Marmo Financial Group sold 733 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $57.1K.
  • Vanguard Intermediate-Term Bond ETF made up 2.05% of Marmo Financial Group's portfolio in Q1 2026, its #14 holding.
  • Marmo Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Marmo Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $4.23M in Q4 2025.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.