Mullaney, Keating & Wright’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mullaney, Keating & Wright’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	$1.29M	Sell	16,799 -197	-1%	-$15.1K	0.62%	22
2026 Q1	$1.31M	Buy	16,996 +1,268	+8%	+$98.7K	0.71%	22
2025 Q4	$1.22M	Buy	15,728 +12,695	+419%	+$993K	0.65%	22
2025 Q3	$237K	Buy	+3,033	New	+$235K	0.13%	62

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

Mullaney, Keating & Wright's BIV Position: Q2 2026 in Review

Mullaney, Keating & Wright reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.2% in Q2 2026, selling an estimated $15.1K and leaving 16,799 shares worth $1.29M. The position accounts for 0.62% of the portfolio, ranked #22.

Mullaney, Keating & Wright first reported a position in BIV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.31M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Mullaney, Keating & Wright held 16,799 shares of Vanguard Intermediate-Term Bond ETF worth $1.29M as of Q2 2026.
Mullaney, Keating & Wright sold 197 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $15.1K.
Vanguard Intermediate-Term Bond ETF made up 0.62% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #22 holding.
Mullaney, Keating & Wright first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
Mullaney, Keating & Wright's Vanguard Intermediate-Term Bond ETF position peaked at $1.31M in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.