Mutual Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mutual Advisors’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	$7.06M	Buy	91,415 +6,429	+8%	+$500K	0.15%	134
2025 Q4	$6.62M	Buy	84,986 +4,097	+5%	+$320K	0.14%	146
2025 Q3	$6.36M	Sell	80,889 -1,116	-1%	-$86.4K	0.14%	153
2025 Q2	$6.3M	Buy	82,005 +16,093	+24%	+$1.23M	0.16%	142
2025 Q1	$5.04M	Sell	65,912 -1,443	-2%	-$109K	0.14%	146
2024 Q4	$5.03M	Sell	67,355 -5,531	-8%	-$421K	0.15%	135
2024 Q3	$5.57M	Buy	72,886 +2,258	+3%	+$174K	0.16%	119
2024 Q2	$5.37M	Buy	70,628 +10,527	+18%	+$782K	0.16%	132
2024 Q1	$4.53M	Buy	60,101 +6,549	+12%	+$494K	0.15%	141
2023 Q4	$4.09M	Buy	53,552 +227	+0.4%	+$16.6K	0.14%	151
2023 Q3	$3.86M	Sell	53,325 -742	-1%	-$54.9K	0.15%	138
2023 Q2	$4.07M	Buy	54,067 +2,817	+5%	+$215K	0.15%	130
2023 Q1	$3.93M	Sell	51,250 -3,491	-6%	-$264K	0.16%	134
2022 Q4	$4.07M	Buy	54,741 +4,709	+9%	+$349K	0.18%	120
2022 Q3	$3.68M	Buy	50,032 +27,459	+122%	+$2.12M	0.19%	109
2022 Q2	$1.75M	Sell	22,573 -1,335	-6%	-$105K	0.12%	196
2022 Q1	$1.96M	Buy	23,908 +2,176	+10%	+$184K	0.11%	214
2021 Q4	$1.9M	Buy	21,732 +1,839	+9%	+$163K	0.1%	242
2021 Q3	$1.78M	Buy	19,893 +526	+3%	+$47.6K	0.11%	239
2021 Q2	$1.74M	Buy	19,367 +962	+5%	+$85.9K	0.1%	247
2021 Q1	$1.63M	Sell	18,405 -6,709	-27%	-$609K	0.11%	230
2020 Q4	$2.33M	Sell	25,114 -567	-2%	-$52.8K	0.17%	136
2020 Q3	$2.4M	Sell	25,681 -2,436	-9%	-$228K	0.21%	117
2020 Q2	$2.62M	Buy	28,117 +4,056	+17%	+$371K	0.26%	86
2020 Q1	$2.15M	Buy	24,061 +14,538	+153%	+$1.29M	0.29%	83
2019 Q4	$831K	Sell	9,523 -19,179	-67%	-$1.68M	0.09%	255
2019 Q3	$2.53M	Sell	28,702 -14,157	-33%	-$1.24M	0.33%	69
2019 Q2	$3.71M	Buy	42,859 +38,518	+887%	+$3.25M	0.48%	37
2019 Q1	$364K	Buy	4,341 +976	+29%	+$80.3K	0.05%	326
2018 Q4	$274K	Sell	3,365 -297	-8%	-$23.8K	0.05%	346
2018 Q3	$295K	Buy	3,662 +161	+5%	+$13K	0.04%	368
2018 Q2	$283K	Buy	3,501 +215	+7%	+$17.4K	0.06%	338
2018 Q1	$269K	Buy	+3,286	New	+$270K	0.07%	332

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 $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mutual Advisors's BIV Position: Q1 2026 in Review

Mutual Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.6% in Q1 2026, buying an estimated $500K and bringing the position to 91,415 shares worth $7.06M. The position accounts for 0.15% of the portfolio, ranked #134.

Mutual Advisors first reported a position in BIV in Q1 2018 and has held it in 33 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Mutual Advisors held 91,415 shares of Vanguard Intermediate-Term Bond ETF worth $7.06M as of Q1 2026.
Mutual Advisors bought 6,429 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $500K.
Vanguard Intermediate-Term Bond ETF made up 0.15% of Mutual Advisors's portfolio in Q1 2026, its #134 holding.
Mutual Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and has held it in 33 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.