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

MeadowBrook Investment 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	$413K	Buy	5,305 +255	+5%	+$19.6K	0.33%	67
2026 Q1	$396K	Hold	5,050	–	–	0.35%	64
2025 Q4	$398K	Sell	5,050 -500	-9%	-$39.1K	0.34%	65
2025 Q3	$438K	Hold	5,550	–	–	0.38%	62
2025 Q2	$437K	Sell	5,550 -100	-2%	-$7.62K	0.39%	61
2025 Q1	$442K	Buy	5,650 +3,825	+210%	+$289K	0.41%	59
2024 Q4	$136K	Buy	+1,825	New	+$139K	0.12%	136

Other funds holding BIV

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

SFMG

Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

MeadowBrook Investment Advisors's BIV Position: Q2 2026 in Review

MeadowBrook Investment Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5% in Q2 2026, buying an estimated $19.6K and bringing the position to 5,305 shares worth $413K. The position accounts for 0.33% of the portfolio, ranked #67.

MeadowBrook Investment Advisors first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $442K in Q1 2025. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

MeadowBrook Investment Advisors held 5,305 shares of Vanguard Intermediate-Term Bond ETF worth $413K as of Q2 2026.
MeadowBrook Investment Advisors bought 255 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $19.6K.
Vanguard Intermediate-Term Bond ETF made up 0.33% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #67 holding.
MeadowBrook Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
MeadowBrook Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $442K in Q1 2025.
347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.