MPWM Advisory Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

MPWM Advisory Solutions’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	$394K	Buy	5,138 +24	+0.5%	+$1.84K	0.18%	75
2026 Q1	$395K	Buy	5,114 +138	+3%	+$10.7K	0.21%	70
2025 Q4	$387K	Buy	4,976 +64	+1%	+$5K	0.22%	63
2025 Q3	$384K	Buy	4,912 +1,020	+26%	+$79K	0.23%	62
2025 Q2	$301K	Sell	3,892 -105	-3%	-$8K	0.19%	65
2025 Q1	$306K	Buy	3,997 +28	+0.7%	+$2.11K	0.22%	57
2024 Q4	$297K	Buy	+3,969	New	+$302K	0.22%	56

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

MPWM Advisory Solutions's BIV Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.47% in Q2 2026, buying an estimated $1.84K and bringing the position to 5,138 shares worth $394K. The position accounts for 0.18% of the portfolio, ranked #75.

MPWM Advisory Solutions first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $395K in Q1 2026. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

MPWM Advisory Solutions held 5,138 shares of Vanguard Intermediate-Term Bond ETF worth $394K as of Q2 2026.
MPWM Advisory Solutions bought 24 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.84K.
Vanguard Intermediate-Term Bond ETF made up 0.18% of MPWM Advisory Solutions's portfolio in Q2 2026, its #75 holding.
MPWM Advisory Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $395K in Q1 2026.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.