AMG National Trust Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

AMG National Trust Bank’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	$230K	Hold	2,995	–	–	﹤0.01%	419
2026 Q1	$231K	Hold	2,995	–	–	0.01%	458
2025 Q4	$233K	Hold	2,995	–	–	0.01%	426
2025 Q3	$234K	Buy	+2,995	New	+$232K	0.01%	427
2024 Q3	–	Sell	-2,826	Closed	-$212K	–	443
2024 Q2	$212K	Buy	+2,826	New	+$210K	0.01%	425
2023 Q4	–	Sell	-4,035	Closed	-$292K	–	428
2023 Q3	$292K	Sell	4,035 -48	-1%	-$3.55K	0.01%	375
2023 Q2	$307K	Hold	4,083	–	–	0.01%	384
2023 Q1	$313K	Hold	4,083	–	–	0.01%	397
2022 Q4	$303K	Sell	4,083 -1,640	-29%	-$122K	0.01%	391
2022 Q3	$421K	Sell	5,723 -500	-8%	-$38.7K	0.02%	353
2022 Q2	$497K	Sell	6,223 -717	-10%	-$56.2K	0.02%	330
2022 Q1	$568K	Sell	6,940 -405	-6%	-$34.2K	0.02%	329
2021 Q4	$644K	Sell	7,345 -600	-8%	-$53.2K	0.02%	327
2021 Q3	$711K	Buy	7,945 +11	+0.1%	+$996	0.02%	322
2021 Q2	$714K	Sell	7,934 -1,285	-14%	-$115K	0.02%	320
2021 Q1	$818K	Buy	9,219 +1,860	+25%	+$169K	0.03%	294
2020 Q4	$683K	Buy	7,359 +4,520	+159%	+$421K	0.02%	306
2020 Q3	$265K	Sell	2,839 -125	-4%	-$11.7K	0.01%	390
2020 Q2	$276K	Buy	+2,964	New	+$271K	0.01%	379

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

AMG National Trust Bank's BIV Position: Q2 2026 in Review

AMG National Trust Bank held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 2,995 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

AMG National Trust Bank first reported a position in BIV in Q2 2020 and has held it in 19 quarters since. The position peaked at $818K in Q1 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

AMG National Trust Bank held 2,995 shares of Vanguard Intermediate-Term Bond ETF worth $230K as of Q2 2026.
AMG National Trust Bank left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #419 holding.
AMG National Trust Bank first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and has held it in 19 quarters since.
AMG National Trust Bank's Vanguard Intermediate-Term Bond ETF position peaked at $818K in Q1 2021.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.