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 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 $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

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

MidAtlantic Capital Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.5% in Q1 2026, buying an estimated $141K and bringing the position to 34,978 shares worth $2.7M. The position accounts for 1.86% of the portfolio, ranked #15.

MidAtlantic Capital Management first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

MidAtlantic Capital Management held 34,978 shares of Vanguard Intermediate-Term Bond ETF worth $2.7M as of Q1 2026.
MidAtlantic Capital Management bought 1,811 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $141K.
Vanguard Intermediate-Term Bond ETF made up 1.86% of MidAtlantic Capital Management's portfolio in Q1 2026, its #15 holding.
MidAtlantic Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.