Money Concepts Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-2,580	Closed	-$201K	–	572
2025 Q4	$201K	Sell	2,580 -217	-8%	-$17K	0.01%	507
2025 Q3	$218K	Sell	2,797 -581	-17%	-$45K	0.01%	440
2025 Q2	$261K	Sell	3,378 -126	-4%	-$9.6K	0.02%	396
2025 Q1	$268K	Buy	3,504 +19	+0.5%	+$1.43K	0.02%	370
2024 Q4	$260K	Buy	3,485 +575	+20%	+$43.7K	0.02%	365
2024 Q3	$228K	Buy	2,910 +52	+2%	+$4.01K	0.02%	381
2024 Q2	$214K	Buy	+2,858	New	+$212K	0.02%	370
2023 Q2	–	Sell	-26,160	Closed	-$272K	–	373
2023 Q1	$272K	Buy	26,160 +10,477	+67%	+$793K	0.02%	367
2022 Q4	$1.17M	Buy	15,683 +13,018	+488%	+$965K	0.05%	269
2022 Q3	$196K	Buy	2,665 +41	+2%	+$3.17K	0.01%	428
2022 Q2	$206K	Sell	2,624 -21,059	-89%	-$1.65M	0.02%	406
2022 Q1	$1.94M	Buy	23,683 +20,061	+554%	+$1.69M	0.11%	196
2021 Q4	$317K	Buy	+3,622	New	+$321K	0.03%	397
2021 Q1	$376K	Sell	4,238 -1,681	-28%	-$153K	0.03%	366
2020 Q4	$550K	Buy	+5,919	New	+$551K	0.05%	268

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Money Concepts Capital's BIV Position: Q1 2026 in Review

Money Concepts Capital sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 2,580 shares — an estimated $201K sold.

Money Concepts Capital first reported a position in BIV in Q4 2020 and held it in 15 quarters. The position peaked at $1.94M in Q1 2022. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Money Concepts Capital reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Money Concepts Capital sold 2,580 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $201K.
Money Concepts Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 15 quarters.
Money Concepts Capital's Vanguard Intermediate-Term Bond ETF position peaked at $1.94M in Q1 2022.
1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.