NBC Securities’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

NBC Securities’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	$3.29M	Buy	42,838 +7,262	+20%	+$558K	0.22%	108
2026 Q1	$2.75M	Buy	35,576 +6,267	+21%	+$488K	0.21%	108
2025 Q4	$2.28M	Buy	29,309 +3,058	+12%	+$239K	0.17%	134
2025 Q3	$2.05M	Buy	26,251 +2,112	+9%	+$164K	0.16%	143
2025 Q2	$1.87M	Buy	24,139 +12,220	+103%	+$931K	0.15%	161
2025 Q1	$912K	Buy	11,919 +11,908	+108,255%	+$898K	0.08%	270
2024 Q4	$879	Sell	11 -11,710	-100%	-$890K	0.08%	264
2024 Q3	$918K	Sell	11,721 -210	-2%	-$16.2K	0.08%	271
2024 Q2	$893K	Sell	11,931 -1,538	-11%	-$114K	0.08%	261
2024 Q1	$1.11M	Buy	13,469 +884	+7%	+$66.6K	0.1%	223
2023 Q4	$961K	Sell	12,585 -425	-3%	-$31.1K	0.1%	215
2023 Q3	$940K	Buy	+13,010	New	+$962K	0.1%	202

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

NBC Securities's BIV Position: Q2 2026 in Review

NBC Securities increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 20% in Q2 2026, buying an estimated $558K and bringing the position to 42,838 shares worth $3.29M. The position accounts for 0.22% of the portfolio, ranked #108.

NBC Securities first reported a position in BIV in Q3 2023 and has held it in 12 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

NBC Securities held 42,838 shares of Vanguard Intermediate-Term Bond ETF worth $3.29M as of Q2 2026.
NBC Securities bought 7,262 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $558K.
Vanguard Intermediate-Term Bond ETF made up 0.22% of NBC Securities's portfolio in Q2 2026, its #108 holding.
NBC Securities first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and has held it in 12 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.