N.E.W. Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

N.E.W. Advisory Services’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	$51.6K	Buy	673 +5	+0.7%	+$384	﹤0.01%	375
2026 Q1	$51.6K	Buy	668 +168	+34%	+$13.1K	﹤0.01%	362
2025 Q4	$38.9K	Buy	500 +245	+96%	+$19.2K	﹤0.01%	392
2025 Q3	$19.9K	Hold	255	–	–	﹤0.01%	469
2025 Q2	$19.7K	Sell	255 -245	-49%	-$18.7K	﹤0.01%	466
2025 Q1	$38.3K	Buy	+500	New	+$37.7K	﹤0.01%	394
2021 Q1	–	Sell	-4,914	Closed	-$456K	–	128
2020 Q4	$456K	Buy	4,914 +2,406	+96%	+$224K	0.1%	91
2020 Q3	$234K	Sell	2,508 -1,033	-29%	-$96.7K	0.07%	85
2020 Q2	$330K	Buy	+3,541	New	+$324K	0.1%	72
2019 Q4	$435K	Buy	+4,985	New	+$437K	0.14%	63

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

N.E.W. Advisory Services's BIV Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.75% in Q2 2026, buying an estimated $384 and bringing the position to 673 shares worth $51.6K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

N.E.W. Advisory Services first reported a position in BIV in Q4 2019 and has held it in 10 quarters since. The position peaked at $456K in Q4 2020. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

N.E.W. Advisory Services held 673 shares of Vanguard Intermediate-Term Bond ETF worth $51.6K as of Q2 2026.
N.E.W. Advisory Services bought 5 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $384.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #375 holding.
N.E.W. Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 10 quarters since.
N.E.W. Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $456K in Q4 2020.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.