Montag & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Montag & Associates’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	$48.2K	Hold	629	–	–	﹤0.01%	602
2026 Q1	$48.5K	Sell	629 -100	-14%	-$7.79K	﹤0.01%	595
2025 Q4	$56.8K	Buy	729 +350	+92%	+$27.4K	﹤0.01%	583
2025 Q3	$29.6K	Hold	379	–	–	﹤0.01%	657
2025 Q2	$29.3K	Hold	379	–	–	﹤0.01%	644
2025 Q1	$29K	Hold	379	–	–	﹤0.01%	681
2024 Q4	$28.3K	Buy	379 +201	+113%	+$15.3K	﹤0.01%	682
2024 Q3	$13.9K	Buy	+178	New	+$13.7K	﹤0.01%	769
2023 Q3	–	Sell	-40	Closed	-$3.01K	–	911
2023 Q2	$3.01K	Hold	40	–	–	﹤0.01%	846
2023 Q1	$3.07K	Hold	40	–	–	﹤0.01%	848
2022 Q4	$2.97K	Hold	40	–	–	﹤0.01%	853
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	798
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	757
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	768
2021 Q4	$4K	Hold	40	–	–	﹤0.01%	775
2021 Q3	$4K	Hold	40	–	–	﹤0.01%	771
2021 Q2	$4K	Hold	40	–	–	﹤0.01%	768
2021 Q1	$4K	Buy	+40	New	+$3.63K	﹤0.01%	772

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Montag & Associates's BIV Position: Q2 2026 in Review

Montag & Associates held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 629 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Montag & Associates first reported a position in BIV in Q1 2021 and has held it in 18 quarters since. The position peaked at $56.8K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Montag & Associates held 629 shares of Vanguard Intermediate-Term Bond ETF worth $48.2K as of Q2 2026.
Montag & Associates left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #602 holding.
Montag & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2021 and has held it in 18 quarters since.
Montag & Associates's Vanguard Intermediate-Term Bond ETF position peaked at $56.8K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.