Maxele Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Maxele Advisors’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	$893K	Buy	+11,639	New	+$894K	0.62%	46
2025 Q4	$739K	Buy	9,489 +2,130	+29%	+$167K	0.6%	45
2025 Q3	$575K	Buy	7,359 +4,329	+143%	+$335K	0.5%	49
2025 Q2	$234K	Buy	+3,030	New	+$231K	0.2%	94
2022 Q1	–	Sell	-2,915	Closed	-$255K	–	87
2021 Q4	$255K	Buy	+2,915	New	+$259K	0.29%	76

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

Maxele Advisors's BIV Position: Q2 2026 in Review

Maxele Advisors opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 11,639 shares worth $893K. The stake represents 0.62% of the portfolio and ranks #46 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in BIV as recently as Q4 2025.

Maxele Advisors first reported a position in BIV in Q4 2021 and has held it in 5 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Maxele Advisors held 11,639 shares of Vanguard Intermediate-Term Bond ETF worth $893K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Maxele Advisors position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.62% of Maxele Advisors's portfolio in Q2 2026, its #46 holding.
Maxele Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 5 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.