Moloney Securities Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Moloney Securities Asset 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
2025 Q3	$223K	Buy	+2,856	New	+$221K	0.03%	423

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moloney Securities Asset Management's BIV Position: Q3 2025 in Review

Moloney Securities Asset Management opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025: 2,856 shares worth $223K. The stake represents 0.03% of the portfolio and ranks #423 among its holdings.

925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

Moloney Securities Asset Management held 2,856 shares of Vanguard Intermediate-Term Bond ETF worth $223K as of Q3 2025.
Vanguard Intermediate-Term Bond ETF was a new Moloney Securities Asset Management position in Q3 2025.
Vanguard Intermediate-Term Bond ETF made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #423 holding.
925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.