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 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 $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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 $377B AUM 19.32% 1-Year Est. Return

Mustard Seed Financial's BIV Position: Q1 2026 in Review

Mustard Seed Financial increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.7% in Q1 2026, buying an estimated $462K and bringing the position to 133,068 shares worth $10.3M. The position accounts for 6.15% of the portfolio, ranked #4.

Mustard Seed Financial first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Mustard Seed Financial held 133,068 shares of Vanguard Intermediate-Term Bond ETF worth $10.3M as of Q1 2026.
Mustard Seed Financial bought 5,934 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $462K.
Vanguard Intermediate-Term Bond ETF made up 6.15% of Mustard Seed Financial's portfolio in Q1 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 10 quarters since.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.