Mission Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mission Wealth 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	$10M	Sell	130,457 -6,603	-5%	-$507K	0.12%	105
2026 Q1	$10.6M	Buy	+137,060	New	+$10.7M	0.22%	68
2023 Q3	–	Sell	-5,713	Closed	-$430K	–	551
2023 Q2	$430K	Buy	+5,713	New	+$435K	0.02%	375

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

Mission Wealth Management's BIV Position: Q2 2026 in Review

Mission Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.8% in Q2 2026, selling an estimated $507K and leaving 130,457 shares worth $10M. The position accounts for 0.12% of the portfolio, ranked #105.

Mission Wealth Management first reported a position in BIV in Q2 2023 and has held it in 3 quarters since. The position peaked at $10.6M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Mission Wealth Management held 130,457 shares of Vanguard Intermediate-Term Bond ETF worth $10M as of Q2 2026.
Mission Wealth Management sold 6,603 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $507K.
Vanguard Intermediate-Term Bond ETF made up 0.12% of Mission Wealth Management's portfolio in Q2 2026, its #105 holding.
Mission Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and has held it in 3 quarters since.
Mission Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $10.6M in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.