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Moors & Cabot’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Moors & Cabot’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 		$361K Buy
4,705
+692
+17% +$53.1K 0.01% 675
2026
Q1 		$310K Buy
4,013
+172
+4% +$13.4K 0.01% 691
2025
Q4 		$299K Sell
3,841
-316
-8% -$24.7K 0.01% 683
2025
Q3 		$325K Buy
4,157
+481
+13% +$37.2K 0.01% 647
2025
Q2 		$284K Buy
3,676
+390
+12% +$29.7K 0.01% 667
2025
Q1 		$252K Buy
3,286
+190
+6% +$14.3K 0.01% 705
2024
Q4 		$231K Sell
3,096
-78
-2% -$5.93K 0.01% 754
2024
Q3 		$249K Sell
3,174
-132
-4% -$10.2K 0.01% 718
2024
Q2 		$248K Buy
3,306
+253
+8% +$18.8K 0.01% 695
2024
Q1 		$230K Sell
3,053
-67
-2% -$5.05K 0.01% 766
2023
Q4 		$238K Buy
3,120
+9
+0.3% +$659 0.01% 697
2023
Q3 		$225K Buy
3,111
+345
+12% +$25.5K 0.02% 700
2023
Q2 		$208K Buy
+2,766
New +$211K 0.01% 736
2022
Q3 		– Sell
-2,965
Closed -$230K – 828
2022
Q2 		$230K Sell
2,965
-428
-13% -$33.6K 0.02% 656
2022
Q1 		$278K Buy
+3,393
New +$286K 0.02% 651

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

Moors & Cabot's BIV Position: Q2 2026 in Review

Moors & Cabot increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 17% in Q2 2026, buying an estimated $53.1K and bringing the position to 4,705 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #675.

Moors & Cabot first reported a position in BIV in Q1 2022 and has held it in 15 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Moors & Cabot held 4,705 shares of Vanguard Intermediate-Term Bond ETF worth $361K as of Q2 2026.
  • Moors & Cabot bought 692 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $53.1K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #675 holding.
  • Moors & Cabot first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.