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Monetary Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Monetary Solutions’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 		$24K Hold
312
– – 0.02% 165
2026
Q1 		$24.1K Hold
312
– – 0.02% 154
2025
Q4 		$24.3K Buy
+312
New +$24.4K 0.02% 150

Other funds holding BIV

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Monetary Solutions's BIV Position: Q2 2026 in Review

Monetary Solutions held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 312 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #165.

Monetary Solutions first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.3K in Q4 2025. 900 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Monetary Solutions held 312 shares of Vanguard Intermediate-Term Bond ETF worth $24K as of Q2 2026.
  • Monetary Solutions left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of Monetary Solutions's portfolio in Q2 2026, its #165 holding.
  • Monetary Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Monetary Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $24.3K in Q4 2025.
  • 900 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.