Asset Allocation & Management Company’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Asset Allocation & Management Company’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	$1.13M	Hold	14,760	–	–	0.37%	29
2026 Q1	$1.14M	Hold	14,760	–	–	0.42%	27
2025 Q4	$1.15M	Buy	+14,760	New	+$1.15M	0.46%	30
2025 Q3	–	Sell	-14,760	Closed	-$1.14M	–	89
2025 Q2	$1.14M	Hold	14,760	–	–	0.53%	28
2025 Q1	$1.13M	Hold	14,760	–	–	0.57%	27
2024 Q4	$1.1M	Buy	+14,760	New	+$1.12M	0.6%	27
2021 Q3	–	Sell	-9,160	Closed	-$824K	–	35
2021 Q2	$824K	Hold	9,160	–	–	0.38%	29
2021 Q1	$813K	Hold	9,160	–	–	0.4%	26
2020 Q4	$851K	Sell	9,160 -2,042	-18%	-$190K	0.55%	23
2020 Q3	$1.05M	Buy	11,202 +2,029	+22%	+$190K	0.48%	22
2020 Q2	$855K	Hold	9,173	–	–	0.42%	21
2020 Q1	$819K	Hold	9,173	–	–	0.41%	23
2019 Q4	$800K	Buy	+9,173	New	+$803K	0.3%	28

Other funds holding BIV

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Allocation & Management Company's BIV Position: Q2 2026 in Review

Asset Allocation & Management Company held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 14,760 shares worth $1.13M. The position accounts for 0.37% of the portfolio, ranked #29.

Asset Allocation & Management Company first reported a position in BIV in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.15M in Q4 2025. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Asset Allocation & Management Company held 14,760 shares of Vanguard Intermediate-Term Bond ETF worth $1.13M as of Q2 2026.
Asset Allocation & Management Company left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.37% of Asset Allocation & Management Company's portfolio in Q2 2026, its #29 holding.
Asset Allocation & Management Company first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 13 quarters since.
Asset Allocation & Management Company's Vanguard Intermediate-Term Bond ETF position peaked at $1.15M in Q4 2025.
508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Asset Allocation & Management Company's 13F filing for Q2 2026, filed 15 Jul 2026.