Mengis Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mengis Capital Management’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	$466K	Sell	6,038 -12,566	-68%	-$978K	0.08%	164
2025 Q4	$1.45M	Sell	18,604 -1,029	-5%	-$80.5K	0.26%	92
2025 Q3	$1.53M	Buy	19,633 +11	+0.1%	+$852	0.3%	85
2025 Q2	$1.52M	Sell	19,622 -573	-3%	-$43.6K	0.32%	82
2025 Q1	$1.55M	Sell	20,195 -386	-2%	-$29.1K	0.32%	82
2024 Q4	$1.54M	Sell	20,581 -1,127	-5%	-$85.7K	0.31%	80
2024 Q3	$1.7M	Sell	21,708 -328	-1%	-$25.3K	0.33%	77
2024 Q2	$1.65M	Buy	22,036 +1,217	+6%	+$90.4K	0.33%	78
2024 Q1	$1.57M	Buy	20,819 +1,525	+8%	+$115K	0.24%	85
2023 Q4	$1.47M	Buy	+19,294	New	+$1.41M	0.28%	77

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

Mengis Capital Management's BIV Position: Q1 2026 in Review

Mengis Capital Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 68% in Q1 2026, selling an estimated $978K and leaving 6,038 shares worth $466K. The position accounts for 0.08% of the portfolio, ranked #164.

Mengis Capital Management first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.7M in Q3 2024. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Mengis Capital Management held 6,038 shares of Vanguard Intermediate-Term Bond ETF worth $466K as of Q1 2026.
Mengis Capital Management sold 12,566 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $978K.
Vanguard Intermediate-Term Bond ETF made up 0.08% of Mengis Capital Management's portfolio in Q1 2026, its #164 holding.
Mengis Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
Mengis Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.7M in Q3 2024.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Mengis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.