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 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 $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

Long Island Wealth Management's BIV Position: Q1 2026 in Review

Long Island Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 46% in Q1 2026, selling an estimated $193K and leaving 2,880 shares worth $222K. The position accounts for 0.1% of the portfolio, ranked #84.

Long Island Wealth Management first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. The position peaked at $604K in Q3 2024. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Long Island Wealth Management held 2,880 shares of Vanguard Intermediate-Term Bond ETF worth $222K as of Q1 2026.
Long Island Wealth Management sold 2,476 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $193K.
Vanguard Intermediate-Term Bond ETF made up 0.1% of Long Island Wealth Management's portfolio in Q1 2026, its #84 holding.
Long Island Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $604K in Q3 2024.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.