Montz Harcus Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Montz Harcus Wealth 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
2026 Q2	$455K	Buy	5,931 +890	+18%	+$68.3K	0.16%	55
2026 Q1	$389K	Buy	5,041 +277	+6%	+$21.6K	0.16%	58
2025 Q4	$371K	Buy	4,764 +69	+1%	+$5.4K	0.15%	60
2025 Q3	$367K	Buy	4,695 +61	+1%	+$4.72K	0.16%	56
2025 Q2	$358K	Buy	4,634 +7	+0.2%	+$533	0.17%	50
2025 Q1	$354K	Buy	4,627 +199	+4%	+$15K	0.19%	48
2024 Q4	$331K	Sell	4,428 -323	-7%	-$24.6K	0.19%	49
2024 Q3	$372K	Buy	4,751 +418	+10%	+$32.2K	0.22%	46
2024 Q2	$325K	Buy	4,333 +115	+3%	+$8.55K	0.21%	45
2024 Q1	$318K	Buy	+4,218	New	+$318K	0.22%	43

Other funds holding BIV

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

SFMG

Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Montz Harcus Wealth Management's BIV Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 18% in Q2 2026, buying an estimated $68.3K and bringing the position to 5,931 shares worth $455K. The position accounts for 0.16% of the portfolio, ranked #55.

Montz Harcus Wealth Management first reported a position in BIV in Q1 2024 and has held it in 10 quarters since. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Montz Harcus Wealth Management held 5,931 shares of Vanguard Intermediate-Term Bond ETF worth $455K as of Q2 2026.
Montz Harcus Wealth Management bought 890 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $68.3K.
Vanguard Intermediate-Term Bond ETF made up 0.16% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #55 holding.
Montz Harcus Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.