Murphy & Mullick Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Murphy & Mullick Capital 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	$226K	Sell	2,943 -1,127	-28%	-$86.5K	0.14%	130
2026 Q1	$314K	Sell	4,070 -278	-6%	-$21.6K	0.23%	98
2025 Q4	$339K	Sell	4,348 -4,482	-51%	-$351K	0.24%	92
2025 Q3	$690K	Sell	8,830 -6,604	-43%	-$511K	0.51%	48
2025 Q2	$1.19M	Sell	15,434 -3,941	-20%	-$300K	0.96%	23
2025 Q1	$1.48M	Sell	19,375 -694	-3%	-$52.4K	1.44%	15
2024 Q4	$1.5M	Buy	+20,069	New	+$1.53M	1.38%	15

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

Murphy & Mullick Capital Management's BIV Position: Q2 2026 in Review

Murphy & Mullick Capital Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 28% in Q2 2026, selling an estimated $86.5K and leaving 2,943 shares worth $226K. The position accounts for 0.14% of the portfolio, ranked #130.

Murphy & Mullick Capital Management first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Murphy & Mullick Capital Management held 2,943 shares of Vanguard Intermediate-Term Bond ETF worth $226K as of Q2 2026.
Murphy & Mullick Capital Management sold 1,127 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $86.5K.
Vanguard Intermediate-Term Bond ETF made up 0.14% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #130 holding.
Murphy & Mullick Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Murphy & Mullick Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.5M in Q4 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.