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

Mosley 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 		$230 Hold
3
– – ﹤0.01% 709
2026
Q1 		$234 Buy
+3
New +$234 ﹤0.01% 448

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mosley Wealth Management's BIV Position: Q2 2026 in Review

Mosley Wealth Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 3 shares worth $230. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Mosley Wealth Management first reported a position in BIV in Q1 2026 and has held it in 2 quarters since. The position peaked at $234 in Q1 2026. 698 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Mosley Wealth Management held 3 shares of Vanguard Intermediate-Term Bond ETF worth $230 as of Q2 2026.
  • Mosley Wealth Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #709 holding.
  • Mosley Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $234 in Q1 2026.
  • 698 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.