Morris Financial Concepts’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Morris Financial Concepts’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	$7.06K	Hold	92	–	–	﹤0.01%	187
2026 Q1	$7.1K	Hold	92	–	–	﹤0.01%	181
2025 Q4	$7.17K	Hold	92	–	–	﹤0.01%	178
2025 Q3	$7.18K	Hold	92	–	–	﹤0.01%	181
2025 Q2	$7.12K	Hold	92	–	–	﹤0.01%	179
2025 Q1	$7.04K	Hold	92	–	–	﹤0.01%	178
2024 Q4	$6.88K	Hold	92	–	–	﹤0.01%	166
2024 Q3	$7.21K	Hold	92	–	–	﹤0.01%	173
2024 Q2	$6.89K	Hold	92	–	–	﹤0.01%	143
2024 Q1	$6.94K	Buy	92 +50	+119%	+$3.77K	﹤0.01%	142
2023 Q4	$3.21K	Hold	42	–	–	﹤0.01%	153
2023 Q3	$3.04K	Hold	42	–	–	﹤0.01%	141
2023 Q2	$3.16K	Hold	42	–	–	﹤0.01%	143
2023 Q1	$3.22K	Hold	42	–	–	﹤0.01%	136
2022 Q4	$3.12K	Hold	42	–	–	﹤0.01%	128
2022 Q3	$3K	Hold	42	–	–	﹤0.01%	103
2022 Q2	$3K	Buy	+42	New	+$3.29K	﹤0.01%	110

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

Morris Financial Concepts's BIV Position: Q2 2026 in Review

Morris Financial Concepts held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 92 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Morris Financial Concepts first reported a position in BIV in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.21K in Q3 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Morris Financial Concepts held 92 shares of Vanguard Intermediate-Term Bond ETF worth $7.06K as of Q2 2026.
Morris Financial Concepts left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #187 holding.
Morris Financial Concepts first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
Morris Financial Concepts's Vanguard Intermediate-Term Bond ETF position peaked at $7.21K in Q3 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.