Mustard Seed Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mustard Seed Financial’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	$12M	Buy	156,050 +22,982	+17%	+$1.76M	6.22%	4
2026 Q1	$10.3M	Buy	133,068 +5,934	+5%	+$462K	6.15%	4
2025 Q4	$9.9M	Sell	127,134 -1,620	-1%	-$127K	6.22%	4
2025 Q3	$10.1M	Buy	128,754 +952	+0.7%	+$73.7K	6.46%	4
2025 Q2	$9.88M	Buy	127,802 +5,038	+4%	+$384K	7.12%	2
2025 Q1	$9.4M	Buy	122,764 +10,873	+10%	+$820K	7.56%	2
2024 Q4	$8.36M	Buy	111,891 +8,468	+8%	+$644K	6.79%	2
2024 Q3	$8.11M	Buy	103,423 +34,949	+51%	+$2.69M	6.73%	2
2024 Q2	$5.13M	Buy	68,474 +11,980	+21%	+$890K	4.91%	5
2024 Q1	$4.26M	Buy	56,494 +16,089	+40%	+$1.21M	4.25%	6
2023 Q4	$3.09M	Buy	+40,405	New	+$2.96M	3.49%	6

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

Mustard Seed Financial's BIV Position: Q2 2026 in Review

Mustard Seed Financial increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 17% in Q2 2026, buying an estimated $1.76M and bringing the position to 156,050 shares worth $12M. The position accounts for 6.22% of the portfolio, ranked #4.

Mustard Seed Financial first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 1,023 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Mustard Seed Financial held 156,050 shares of Vanguard Intermediate-Term Bond ETF worth $12M as of Q2 2026.
Mustard Seed Financial bought 22,982 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.76M.
Vanguard Intermediate-Term Bond ETF made up 6.22% of Mustard Seed Financial's portfolio in Q2 2026, its #4 holding.
Mustard Seed Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,023 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.