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Marshall Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Marshall Investment 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
Q1 		$330K Buy
4,271
+340
+9% +$26.5K 0.16% 62
2025
Q4 		$306K Buy
+3,931
New +$307K 0.15% 64

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

Marshall Investment Management's BIV Position: Q1 2026 in Review

Marshall Investment Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.6% in Q1 2026, buying an estimated $26.5K and bringing the position to 4,271 shares worth $330K. The position accounts for 0.16% of the portfolio, ranked #62.

Marshall Investment Management first reported a position in BIV in Q4 2025 and has held it in 2 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Marshall Investment Management held 4,271 shares of Vanguard Intermediate-Term Bond ETF worth $330K as of Q1 2026.
  • Marshall Investment Management bought 340 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $26.5K.
  • Vanguard Intermediate-Term Bond ETF made up 0.16% of Marshall Investment Management's portfolio in Q1 2026, its #62 holding.
  • Marshall Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.