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Moneta Group Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Moneta Group Investment Advisors’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 		$3.45M Sell
45,012
-5,052
-10% -$388K 0.03% 231
2026
Q1 		$3.86M Sell
50,064
-5,223
-9% -$407K 0.03% 194
2025
Q4 		$4.31M Buy
55,287
+6,762
+14% +$529K 0.03% 180
2025
Q3 		$3.79M Buy
48,525
+26,834
+124% +$2.08M 0.03% 191
2025
Q2 		$1.68M Buy
21,691
+594
+3% +$45.2K 0.02% 246
2025
Q1 		$1.62M Buy
21,097
+799
+4% +$60.3K 0.02% 232
2024
Q4 		$1.52M Sell
20,298
-1,148
-5% -$87.3K 0.02% 241
2024
Q3 		$1.68M Sell
21,446
-1,570
-7% -$121K 0.02% 216
2024
Q2 		$1.72M Buy
23,016
+3,869
+20% +$288K 0.03% 202
2024
Q1 		$1.44M Buy
19,147
+2,644
+16% +$199K 0.02% 226
2023
Q4 		$1.26M Buy
16,503
+5,072
+44% +$371K 0.02% 209
2023
Q3 		$827K Sell
11,431
-218
-2% -$16.1K 0.02% 246
2023
Q2 		$876K Buy
11,649
+123
+1% +$9.37K 0.02% 242
2023
Q1 		$885K Buy
11,526
+4,961
+76% +$376K 0.02% 230
2022
Q4 		$504K Sell
6,565
-144
-2% -$10.7K 0.01% 296
2022
Q3 		$493K Buy
6,709
+437
+7% +$33.8K 0.02% 278
2022
Q2 		$487K Sell
6,272
-1,506
-19% -$118K 0.02% 304
2022
Q1 		$637K Sell
7,778
-1,912
-20% -$161K 0.03% 261
2021
Q4 		$849K Buy
9,690
+1,752
+22% +$155K 0.03% 230
2021
Q3 		$710K Buy
7,938
+857
+12% +$77.6K 0.03% 233
2021
Q2 		$637K Sell
7,081
-414
-6% -$37K 0.03% 250
2021
Q1 		$665K Buy
7,495
+441
+6% +$40K 0.04% 221
2020
Q4 		$655K Buy
7,054
+1,727
+32% +$161K 0.05% 174
2020
Q3 		$498K Sell
5,327
-60
-1% -$5.62K 0.04% 166
2020
Q2 		$502K Buy
5,387
+148
+3% +$13.5K 0.05% 159
2020
Q1 		$468K Buy
5,239
+11
+0.2% +$976 0.05% 153
2019
Q4 		$456K Sell
5,228
-11
-0.2% -$963 0.04% 176
2019
Q3 		$461K Sell
5,239
-1,975
-27% -$173K 0.04% 173
2019
Q2 		$624K Buy
7,214
+2,186
+43% +$185K 0.06% 147
2019
Q1 		$422K Buy
+5,028
New +$414K 0.04% 154
2018
Q4 		– Sell
-3,255
Closed -$262K – 212
2018
Q3 		$262K Buy
3,255
+848
+35% +$68.6K 0.03% 192
2018
Q2 		$195K Buy
2,407
+1,884
+360% +$152K 0.02% 251
2018
Q1 		$43K Buy
523
+443
+554% +$36.3K 0.01% 332
2017
Q4 		$7K Buy
+80
New +$6.74K ﹤0.01% 358

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Moneta Group Investment Advisors's BIV Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 10% in Q2 2026, selling an estimated $388K and leaving 45,012 shares worth $3.45M. The position accounts for 0.03% of the portfolio, ranked #231.

Moneta Group Investment Advisors first reported a position in BIV in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.31M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Moneta Group Investment Advisors held 45,012 shares of Vanguard Intermediate-Term Bond ETF worth $3.45M as of Q2 2026.
  • Moneta Group Investment Advisors sold 5,052 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $388K.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #231 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Moneta Group Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $4.31M in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.