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Vanguard Intermediate-Term Bond ETF shares owned by Mission Wealth Management

Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in Vanguard Intermediate-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate-Term Bond ETF held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $11M 137k 77.18
2023-06-30 $430k 5.7k 75.23

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Ishares Tr Core Msci Eafe (IEFA)
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View all positions for Mission Wealth Management

Top funds holding Vanguard Intermediate-Term Bond ETF

Wells Fargo & Company
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Goldman Sachs Group
EP Wealth Advisors
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True Link Financial Advisors
LPL Financial
Baird Financial
Ameriprise Financial
Mather Group
United Capital Financial Advisers
Jones Financial Companies, L.L
Tiaa-cref Individual & Institutional Services

View all funds holding Vanguard Intermediate-Term Bond ETF