McAdam LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

McAdam LLC’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	$551K	Sell	7,180 -881	-11%	-$67.6K	0.02%	258
2026 Q1	$622K	Buy	8,061 +369	+5%	+$28.7K	0.03%	212
2025 Q4	$599K	Buy	7,692 +728	+10%	+$56.9K	0.03%	203
2025 Q3	$544K	Buy	6,964 +328	+5%	+$25.4K	0.03%	204
2025 Q2	$513K	Sell	6,636 -587	-8%	-$44.7K	0.03%	210
2025 Q1	$553K	Buy	7,223 +1,629	+29%	+$123K	0.03%	178
2024 Q4	$418K	Sell	5,594 -317	-5%	-$24.1K	0.02%	220
2024 Q3	$463K	Buy	5,911 +628	+12%	+$48.4K	0.03%	206
2024 Q2	$396K	Buy	5,283 +1,110	+27%	+$82.5K	0.02%	198
2024 Q1	$315K	Buy	+4,173	New	+$315K	0.02%	219
2018 Q4	–	Sell	-147	Closed	-$12K	–	114
2018 Q3	$12K	Hold	147	–	–	﹤0.01%	314
2018 Q2	$12K	Sell	147 -112	-43%	-$9.05K	﹤0.01%	303
2018 Q1	$21K	Buy	+259	New	+$21.2K	0.01%	232

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

McAdam LLC's BIV Position: Q2 2026 in Review

McAdam LLC reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 11% in Q2 2026, selling an estimated $67.6K and leaving 7,180 shares worth $551K. The position accounts for 0.02% of the portfolio, ranked #258.

McAdam LLC first reported a position in BIV in Q1 2018 and has held it in 13 quarters since. The position peaked at $622K in Q1 2026. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

McAdam LLC held 7,180 shares of Vanguard Intermediate-Term Bond ETF worth $551K as of Q2 2026.
McAdam LLC sold 881 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $67.6K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #258 holding.
McAdam LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and has held it in 13 quarters since.
McAdam LLC's Vanguard Intermediate-Term Bond ETF position peaked at $622K in Q1 2026.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.