Arcadia Wealth Management (New York)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Arcadia Wealth Management (New York)’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	$289K	Hold	3,743	–	–	0.16%	43
2025 Q4	$292K	Hold	3,743	–	–	0.17%	42
2025 Q3	$292K	Hold	3,743	–	–	0.18%	43
2025 Q2	$289K	Hold	3,743	–	–	0.2%	41
2025 Q1	$287K	Hold	3,743	–	–	0.22%	41
2024 Q4	$280K	Buy	+3,743	New	+$285K	0.24%	39

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Arcadia Wealth Management (New York)'s BIV Position: Q1 2026 in Review

Arcadia Wealth Management (New York) held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 3,743 shares worth $289K. The position accounts for 0.16% of the portfolio, ranked #43.

Arcadia Wealth Management (New York) first reported a position in BIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $292K in Q3 2025. 1,008 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Arcadia Wealth Management (New York) held 3,743 shares of Vanguard Intermediate-Term Bond ETF worth $289K as of Q1 2026.
Arcadia Wealth Management (New York) left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up 0.16% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #43 holding.
Arcadia Wealth Management (New York) first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
Arcadia Wealth Management (New York)'s Vanguard Intermediate-Term Bond ETF position peaked at $292K in Q3 2025.
1,008 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.