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Asset Management Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Asset Management Group’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 		$10.5M Buy
136,415
+7,548
+6% +$588K 1.7% 20
2025
Q4 		$10M Sell
128,867
-11,571
-8% -$905K 1.62% 19
2025
Q3 		$11M Sell
140,438
-1,471
-1% -$114K 1.79% 18
2025
Q2 		$11M Sell
141,909
-451
-0.3% -$34.4K 1.91% 18
2025
Q1 		$10.9M Buy
142,360
+1,602
+1% +$121K 2.01% 17
2024
Q4 		$10.5M Sell
140,758
-12,497
-8% -$950K 1.87% 18
2024
Q3 		$12M Buy
153,255
+1,078
+0.7% +$83.1K 2.1% 16
2024
Q2 		$11.4M Buy
152,177
+3,555
+2% +$264K 2.12% 15
2024
Q1 		$11.2M Buy
148,622
+740
+0.5% +$55.8K 2.1% 16
2023
Q4 		$11.3M Sell
147,882
-3,294
-2% -$241K 2.26% 13
2023
Q3 		$10.9M Buy
151,176
+232
+0.2% +$17.2K 2.4% 13
2023
Q2 		$11.4M Buy
150,944
+517
+0.3% +$39.4K 2.41% 13
2023
Q1 		$11.5M Buy
150,427
+3,319
+2% +$251K 2.57% 13
2022
Q4 		$10.9M Sell
147,108
-1,707
-1% -$126K 2.57% 12
2022
Q3 		$10.9M Buy
148,815
+5,963
+4% +$461K 2.73% 9
2022
Q2 		$11.1M Buy
142,852
+4,453
+3% +$349K 2.66% 11
2022
Q1 		$11.3M Sell
138,399
-3,493
-2% -$295K 2.37% 12
2021
Q4 		$12.4M Sell
141,892
-2,535
-2% -$225K 2.44% 12
2021
Q3 		$12.9M Buy
144,427
+2,044
+1% +$185K 2.65% 11
2021
Q2 		$12.8M Sell
142,383
-3,018
-2% -$270K 2.65% 10
2021
Q1 		$12.9M Buy
145,401
+39,113
+37% +$3.55M 2.79% 9
2020
Q4 		$9.87M Buy
106,288
+40,160
+61% +$3.74M 2.4% 13
2020
Q3 		$6.18M Sell
66,128
-470
-0.7% -$44K 1.81% 19
2020
Q2 		$6.21M Sell
66,598
-320
-0.5% -$29.3K 1.96% 18
2020
Q1 		$5.98M Sell
66,918
-75
-0.1% -$6.65K 2.25% 15
2019
Q4 		$5.84M Buy
66,993
+45,688
+214% +$4M 1.77% 19
2019
Q3 		$1.88M Buy
21,305
+5,458
+34% +$477K 0.64% 47
2019
Q2 		$1.37M Sell
15,847
-351
-2% -$29.7K 0.49% 51
2019
Q1 		$1.36M Sell
16,198
-466
-3% -$38.4K 0.49% 55
2018
Q4 		$1.35M Sell
16,664
-7,430
-31% -$595K 0.56% 49
2018
Q3 		$1.94M Sell
24,094
-491
-2% -$39.7K 0.66% 48
2018
Q2 		$1.99M Buy
24,585
+521
+2% +$42.1K 0.7% 48
2018
Q1 		$1.97M Buy
24,064
+2,340
+11% +$192K 0.71% 47
2017
Q4 		$1.82M Sell
21,724
-8,448
-28% -$712K 0.66% 48
2017
Q3 		$2.55M Buy
30,172
+1,708
+6% +$145K 0.96% 36
2017
Q2 		$2.41M Buy
28,464
+329
+1% +$27.8K 0.93% 35
2017
Q1 		$2.35M Buy
28,135
+1,413
+5% +$118K 0.93% 35
2016
Q4 		$2.22M Sell
26,722
-9,196
-26% -$781K 0.91% 36
2016
Q3 		$3.15M Sell
35,918
-53
-0.1% -$4.65K 1.31% 26
2016
Q2 		$3.17M Sell
35,971
-1,204
-3% -$104K 1.37% 25
2016
Q1 		$3.21M Sell
37,175
-1,243
-3% -$105K 1.42% 22
2015
Q4 		$3.19M Buy
38,418
+5,514
+17% +$464K 1.45% 22
2015
Q3 		$2.79M Buy
32,904
+827
+3% +$69.6K 1.31% 27
2015
Q2 		$2.69M Buy
32,077
+11,652
+57% +$991K 1.21% 28
2015
Q1 		$1.76M Buy
20,425
+10,479
+105% +$899K 0.82% 38
2014
Q4 		$842K Buy
+9,946
New +$846K 0.42% 51

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Asset Management Group's BIV Position: Q1 2026 in Review

Asset Management Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.9% in Q1 2026, buying an estimated $588K and bringing the position to 136,415 shares worth $10.5M. The position accounts for 1.7% of the portfolio, ranked #20.

Asset Management Group first reported a position in BIV in Q4 2014 and has held it in 46 quarters since. The position peaked at $12.9M in Q3 2021. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Asset Management Group held 136,415 shares of Vanguard Intermediate-Term Bond ETF worth $10.5M as of Q1 2026.
  • Asset Management Group bought 7,548 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $588K.
  • Vanguard Intermediate-Term Bond ETF made up 1.7% of Asset Management Group's portfolio in Q1 2026, its #20 holding.
  • Asset Management Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • Asset Management Group's Vanguard Intermediate-Term Bond ETF position peaked at $12.9M in Q3 2021.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.