MB, Levis & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

MB, Levis & Associates’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	$4.94K	Buy	+64	New	+$4.98K	﹤0.01%	182
2025 Q3	–	Sell	-67	Closed	-$5.18K	–	252
2025 Q2	$5.18K	Sell	67 -68	-50%	-$5.18K	﹤0.01%	216
2025 Q1	$10.3K	Hold	135	–	–	﹤0.01%	187
2024 Q4	$10.1K	Buy	135 +1	+0.7%	+$76	0.01%	187
2024 Q3	$10.5K	Buy	134 +1	+0.8%	+$77	0.01%	190
2024 Q2	$9.97K	Buy	133 +1	+0.8%	+$74	0.01%	188
2024 Q1	$9.99K	Hold	132	–	–	0.01%	187
2023 Q4	$10.1K	Buy	132 +1	+0.8%	+$73	0.01%	184
2023 Q3	$9.5K	Hold	131	–	–	0.01%	195
2023 Q2	$9.86K	Hold	131	–	–	0.01%	200
2023 Q1	$10.1K	Buy	131 +64	+96%	+$4.85K	0.01%	198
2022 Q4	$4.98K	Buy	+67	New	+$4.96K	﹤0.01%	209

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

MB, Levis & Associates's BIV Position: Q1 2026 in Review

MB, Levis & Associates opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026: 64 shares worth $4.94K. The stake represents ﹤0.01% of the portfolio and ranks #182 among its holdings. This is a return to the name: MB, Levis & Associates previously reported a position in BIV as recently as Q2 2025.

MB, Levis & Associates first reported a position in BIV in Q4 2022 and has held it in 12 quarters since. The position peaked at $10.5K in Q3 2024. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

MB, Levis & Associates held 64 shares of Vanguard Intermediate-Term Bond ETF worth $4.94K as of Q1 2026.
Vanguard Intermediate-Term Bond ETF was a new MB, Levis & Associates position in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of MB, Levis & Associates's portfolio in Q1 2026, its #182 holding.
MB, Levis & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 12 quarters since.
MB, Levis & Associates's Vanguard Intermediate-Term Bond ETF position peaked at $10.5K in Q3 2024.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.