Atlantic Union Bankshares’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Atlantic Union Bankshares’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	$181K	Sell	2,361 -8,558	-78%	-$657K	﹤0.01%	647
2026 Q1	$843K	Buy	10,919 +9,608	+733%	+$748K	0.02%	400
2025 Q4	$102K	Hold	1,311	–	–	﹤0.01%	745
2025 Q3	$102K	Hold	1,311	–	–	﹤0.01%	752
2025 Q2	$101K	Buy	+1,311	New	+$99.9K	﹤0.01%	556

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

Atlantic Union Bankshares's BIV Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 78% in Q2 2026, selling an estimated $657K and leaving 2,361 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Atlantic Union Bankshares first reported a position in BIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $843K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Atlantic Union Bankshares held 2,361 shares of Vanguard Intermediate-Term Bond ETF worth $181K as of Q2 2026.
Atlantic Union Bankshares sold 8,558 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $657K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #647 holding.
Atlantic Union Bankshares first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
Atlantic Union Bankshares's Vanguard Intermediate-Term Bond ETF position peaked at $843K in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.