Mogy Joel R Investment Counsel’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mogy Joel R Investment Counsel’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	$426K	Hold	5,550	–	–	0.02%	86
2026 Q1	$428K	Sell	5,550 -350	-6%	-$27.2K	0.03%	82
2025 Q4	$459K	Hold	5,900	–	–	0.02%	82
2025 Q3	$461K	Hold	5,900	–	–	0.03%	82
2025 Q2	$456K	Hold	5,900	–	–	0.03%	81
2025 Q1	$452K	Hold	5,900	–	–	0.03%	81
2024 Q4	$441K	Hold	5,900	–	–	0.03%	85
2024 Q3	$462K	Hold	5,900	–	–	0.03%	85
2024 Q2	$442K	Hold	5,900	–	–	0.03%	80
2024 Q1	$445K	Hold	5,900	–	–	0.03%	80
2023 Q4	$451K	Sell	5,900 -975	-14%	-$71.4K	0.03%	79
2023 Q3	$497K	Hold	6,875	–	–	0.04%	83
2023 Q2	$517K	Hold	6,875	–	–	0.04%	89
2023 Q1	$528K	Buy	+6,875	New	+$521K	0.05%	90

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

RIA

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mogy Joel R Investment Counsel's BIV Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 5,550 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #86.

Mogy Joel R Investment Counsel first reported a position in BIV in Q1 2023 and has held it in 14 quarters since. The position peaked at $528K in Q1 2023. 698 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Mogy Joel R Investment Counsel held 5,550 shares of Vanguard Intermediate-Term Bond ETF worth $426K as of Q2 2026.
Mogy Joel R Investment Counsel left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #86 holding.
Mogy Joel R Investment Counsel first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
Mogy Joel R Investment Counsel's Vanguard Intermediate-Term Bond ETF position peaked at $528K in Q1 2023.
698 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.