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 Q2	$4.96K	Buy	65 +1	+2%	+$77	﹤0.01%	198
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 $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

MB, Levis & Associates's BIV Position: Q2 2026 in Review

MB, Levis & Associates increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.6% in Q2 2026, buying an estimated $77 and bringing the position to 65 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

MB, Levis & Associates first reported a position in BIV in Q4 2022 and has held it in 13 quarters since. The position peaked at $10.5K in Q3 2024. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

MB, Levis & Associates held 65 shares of Vanguard Intermediate-Term Bond ETF worth $4.96K as of Q2 2026.
MB, Levis & Associates bought 1 Vanguard Intermediate-Term Bond ETF share in Q2 2026, an estimated $77.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #198 holding.
MB, Levis & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 13 quarters since.
MB, Levis & Associates's Vanguard Intermediate-Term Bond ETF position peaked at $10.5K in Q3 2024.
1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.