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Vanguard Intermediate-Term Bond ETF shares owned by Montz Harcus Wealth Management

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

Historical chart of Montz Harcus 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 Montz Harcus 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 Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $331k 4.4k 74.73
2024-09-30 $372k 4.8k 78.36
2024-06-30 $325k 4.3k 74.89
2024-03-31 $318k 4.2k 75.39

More positions owned by Montz Harcus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Meta Platforms Cl A (META)

View all positions for Montz Harcus Wealth Management

Top funds holding Vanguard Intermediate-Term Bond ETF

Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Goldman Sachs Group
Bank of America Corporation
True Link Financial Advisors
LPL Financial
Ameriprise Financial
EP Wealth Advisors
Baird Financial
Mather Group
United Capital Financial Advisers
Envestnet Portfolio Solutions
Tiaa Trust, National Association
Lincoln National

View all funds holding Vanguard Intermediate-Term Bond ETF