Long Island Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Long Island Wealth Management’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	$223K	Buy	2,912 +32	+1%	+$2.46K	0.09%	92
2026 Q1	$222K	Sell	2,880 -2,476	-46%	-$193K	0.1%	84
2025 Q4	$417K	Buy	5,356 +73	+1%	+$5.71K	0.2%	63
2025 Q3	$413K	Buy	5,283 +54	+1%	+$4.18K	0.2%	62
2025 Q2	$404K	Buy	5,229 +53	+1%	+$4.04K	0.21%	63
2025 Q1	$396K	Buy	5,176 +32	+0.6%	+$2.41K	0.24%	58
2024 Q4	$384K	Sell	5,144 -2,563	-33%	-$195K	0.24%	57
2024 Q3	$604K	Buy	7,707 +47	+0.6%	+$3.62K	0.4%	48
2024 Q2	$574K	Buy	7,660 +47	+0.6%	+$3.49K	0.41%	49
2024 Q1	$574K	Buy	7,613 +29	+0.4%	+$2.19K	0.41%	49
2023 Q4	$579K	Buy	+7,584	New	+$555K	0.41%	47

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

Long Island Wealth Management's BIV Position: Q2 2026 in Review

Long Island Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.1% in Q2 2026, buying an estimated $2.46K and bringing the position to 2,912 shares worth $223K. The position accounts for 0.09% of the portfolio, ranked #92.

Long Island Wealth Management first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $604K in Q3 2024. 1,023 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Long Island Wealth Management held 2,912 shares of Vanguard Intermediate-Term Bond ETF worth $223K as of Q2 2026.
Long Island Wealth Management bought 32 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.46K.
Vanguard Intermediate-Term Bond ETF made up 0.09% of Long Island Wealth Management's portfolio in Q2 2026, its #92 holding.
Long Island Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Long Island Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $604K in Q3 2024.
1,023 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.