MB, Levis & Associates
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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
Q3 		– Sell
-65
Closed -$4.89K – 250
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 		$10K Buy
133
+1
+0.8% +$74 0.01% 188
2024
Q1 		$10K 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 		$9.9K 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

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

MB, Levis & Associates's BIV Position: Q3 2026 in Review

MB, Levis & Associates sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026, closing a stake of 65 shares — an estimated $4.89K sold.

MB, Levis & Associates first reported a position in BIV in Q4 2022 and held it in 13 quarters. The position peaked at $10.5K in Q3 2024. 617 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • MB, Levis & Associates reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • MB, Levis & Associates sold 65 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $4.89K.
  • MB, Levis & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 13 quarters.
  • MB, Levis & Associates's Vanguard Intermediate-Term Bond ETF position peaked at $10.5K in Q3 2024.
  • 617 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.