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MOTCO’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

MOTCO’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
Q1 		$1.64M Sell
21,300
-3,646
-15% -$284K 0.15% 112
2025
Q4 		$1.94M Buy
24,946
+691
+3% +$54K 0.18% 109
2025
Q3 		$1.89M Sell
24,255
-302
-1% -$23.4K 0.17% 109
2025
Q2 		$1.89M Buy
24,557
+5,188
+27% +$395K 0.18% 107
2025
Q1 		$1.48M Buy
19,369
+7,919
+69% +$597K 0.16% 109
2024
Q4 		$856K Sell
11,450
-581
-5% -$44.2K 0.09% 121
2024
Q3 		$943K Buy
12,031
+960
+9% +$74K 0.09% 124
2024
Q2 		$829K Buy
11,071
+868
+9% +$64.5K 0.05% 165
2024
Q1 		$769K Buy
10,203
+786
+8% +$59.2K 0.05% 174
2023
Q4 		$719K Buy
9,417
+17
+0.2% +$1.25K 0.05% 175
2023
Q3 		$680K Buy
9,400
+1,374
+17% +$102K 0.05% 168
2023
Q2 		$604K Buy
+8,026
New +$611K 0.04% 173
2022
Q4 		– Sell
-100
Closed -$7K – 613
2022
Q3 		$7K Hold
100
– – ﹤0.01% 531
2022
Q2 		$8K Buy
+100
New +$7.84K ﹤0.01% 488
2020
Q4 		– Sell
-285
Closed -$27K – 806
2020
Q3 		$27K Buy
+285
New +$26.7K ﹤0.01% 383
2019
Q2 		– Sell
-954
Closed -$80K – 833
2019
Q1 		$80K Hold
954
– – 0.01% 278
2018
Q4 		$78K Sell
954
-992
-51% -$79.4K 0.01% 276
2018
Q3 		$157K Buy
1,946
+744
+62% +$60.2K 0.02% 231
2018
Q2 		$97K Sell
1,202
-112
-9% -$9.05K 0.01% 253
2018
Q1 		$107K Hold
1,314
– – 0.01% 251
2017
Q4 		$110K Hold
1,314
– – 0.01% 236
2017
Q3 		$111K Hold
1,314
– – 0.01% 233
2017
Q2 		$111K Sell
1,314
-177
-12% -$15K 0.01% 238
2017
Q1 		$125K Buy
+1,491
New +$124K 0.01% 213
2013
Q3 		– Sell
-1,247
Closed -$104K – 575
2013
Q2 		$104K Buy
+1,247
New +$108K 0.01% 238

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MOTCO's BIV Position: Q1 2026 in Review

MOTCO reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 15% in Q1 2026, selling an estimated $284K and leaving 21,300 shares worth $1.64M. The position accounts for 0.15% of the portfolio, ranked #112.

MOTCO first reported a position in BIV in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.94M in Q4 2025. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • MOTCO held 21,300 shares of Vanguard Intermediate-Term Bond ETF worth $1.64M as of Q1 2026.
  • MOTCO sold 3,646 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $284K.
  • Vanguard Intermediate-Term Bond ETF made up 0.15% of MOTCO's portfolio in Q1 2026, its #112 holding.
  • MOTCO first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 25 quarters since.
  • MOTCO's Vanguard Intermediate-Term Bond ETF position peaked at $1.94M in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.