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

MidAtlantic 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 Q2	$2.63M	Sell	34,252 -726	-2%	-$55.7K	1.63%	16
2026 Q1	$2.7M	Buy	34,978 +1,811	+5%	+$141K	1.86%	15
2025 Q4	$2.58M	Buy	33,167 +335	+1%	+$26.2K	1.65%	16
2025 Q3	$2.56M	Sell	32,832 -1,010	-3%	-$78.2K	1.75%	15
2025 Q2	$2.62M	Buy	33,842 +1,447	+4%	+$110K	1.86%	15
2025 Q1	$2.48M	Buy	32,395 +533	+2%	+$40.2K	1.95%	16
2024 Q4	$2.38M	Sell	31,862 -1,620	-5%	-$123K	1.74%	15
2024 Q3	$2.62M	Buy	33,482 +9,975	+42%	+$769K	1.92%	16
2024 Q2	$1.76M	Buy	23,507 +393	+2%	+$29.2K	1.48%	16
2024 Q1	$1.74M	Sell	23,114 -4,888	-17%	-$368K	1.53%	15
2023 Q4	$2.14M	Buy	+28,002	New	+$2.05M	2.08%	14

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

MidAtlantic Capital Management's BIV Position: Q2 2026 in Review

MidAtlantic Capital Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.1% in Q2 2026, selling an estimated $55.7K and leaving 34,252 shares worth $2.63M. The position accounts for 1.63% of the portfolio, ranked #16.

MidAtlantic Capital Management first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.7M in Q1 2026. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

MidAtlantic Capital Management held 34,252 shares of Vanguard Intermediate-Term Bond ETF worth $2.63M as of Q2 2026.
MidAtlantic Capital Management sold 726 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $55.7K.
Vanguard Intermediate-Term Bond ETF made up 1.63% of MidAtlantic Capital Management's portfolio in Q2 2026, its #16 holding.
MidAtlantic Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
MidAtlantic Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.7M in Q1 2026.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.