NBT Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

NBT Bank’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	$1.29M	Sell	16,677 -23	-0.1%	-$1.79K	0.08%	184
2025 Q4	$1.3M	Buy	16,700 +1,327	+9%	+$104K	0.08%	183
2025 Q3	$1.2M	Sell	15,373 -11,052	-42%	-$856K	0.08%	190
2025 Q2	$2.04M	Sell	26,425 -940	-3%	-$71.6K	0.14%	147
2025 Q1	$2.1M	Sell	27,365 -5,605	-17%	-$423K	0.15%	135
2024 Q4	$2.46M	Buy	32,970 +110	+0.3%	+$8.36K	0.17%	120
2024 Q3	$2.58M	Sell	32,860 -820	-2%	-$63.2K	0.17%	124
2024 Q2	$2.52M	Buy	33,680 +1,610	+5%	+$120K	0.18%	124
2024 Q1	$2.42M	Sell	32,070 -1,605	-5%	-$121K	0.18%	125
2023 Q4	$2.57M	Buy	33,675 +9,180	+37%	+$672K	0.2%	115
2023 Q3	$1.77M	Buy	24,495 +18,300	+295%	+$1.35M	0.17%	121
2023 Q2	$466K	Hold	6,195	–	–	0.07%	182
2023 Q1	$475K	Sell	6,195 -800	-11%	-$60.6K	0.07%	174
2022 Q4	$520K	Hold	6,995	–	–	0.08%	172
2022 Q3	$514K	Hold	6,995	–	–	0.08%	159
2022 Q2	$544K	Hold	6,995	–	–	0.08%	156
2022 Q1	$573K	Hold	6,995	–	–	0.08%	154
2021 Q4	$613K	Hold	6,995	–	–	0.08%	155
2021 Q3	$626K	Buy	6,995 +1,100	+19%	+$99.6K	0.09%	152
2021 Q2	$531K	Buy	5,895 +1,520	+35%	+$136K	0.07%	159
2021 Q1	$388K	Hold	4,375	–	–	0.06%	179
2020 Q4	$406K	Hold	4,375	–	–	0.06%	176
2020 Q3	$409K	Hold	4,375	–	–	0.07%	161
2020 Q2	$408K	Hold	4,375	–	–	0.07%	158
2020 Q1	$390K	Hold	4,375	–	–	0.08%	153
2019 Q4	$382K	Hold	4,375	–	–	0.06%	171
2019 Q3	$385K	Hold	4,375	–	–	0.07%	163
2019 Q2	$378K	Sell	4,375 -200	-4%	-$16.9K	0.07%	155
2019 Q1	$384K	Buy	4,575 +205	+5%	+$16.9K	0.07%	154
2018 Q4	$355K	Hold	4,370	–	–	0.06%	161
2018 Q3	$352K	Hold	4,370	–	–	0.06%	154
2018 Q2	$353K	Buy	4,370 +195	+5%	+$15.8K	0.06%	150
2018 Q1	$342K	Sell	4,175 -350	-8%	-$28.7K	0.06%	161
2017 Q4	$379K	Sell	4,525 -50	-1%	-$4.21K	0.06%	155
2017 Q3	$388K	Hold	4,575	–	–	0.06%	157
2017 Q2	$387K	Hold	4,575	–	–	0.06%	157
2017 Q1	$382K	Hold	4,575	–	–	0.06%	159
2016 Q4	$380K	Hold	4,575	–	–	0.07%	157
2016 Q3	$401K	Hold	4,575	–	–	0.07%	154
2016 Q2	$403K	Hold	4,575	–	–	0.07%	153
2016 Q1	$394K	Sell	4,575 -500	-10%	-$42.4K	0.07%	156
2015 Q4	$422K	Hold	5,075	–	–	0.08%	144
2015 Q3	$430K	Hold	5,075	–	–	0.08%	142
2015 Q2	$425K	Hold	5,075	–	–	0.07%	144
2015 Q1	$437K	Hold	5,075	–	–	0.07%	148
2014 Q4	$430K	Hold	5,075	–	–	0.07%	148
2014 Q3	$428K	Hold	5,075	–	–	0.07%	151
2014 Q2	$430K	Hold	5,075	–	–	0.07%	153
2014 Q1	$423K	Hold	5,075	–	–	0.06%	160
2013 Q4	$414K	Hold	5,075	–	–	0.06%	160
2013 Q3	$424K	Hold	5,075	–	–	0.06%	155
2013 Q2	$424K	Buy	+5,075	New	+$441K	0.06%	153

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 $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NBT Bank's BIV Position: Q1 2026 in Review

NBT Bank reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.14% in Q1 2026, selling an estimated $1.79K and leaving 16,677 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #184.

NBT Bank first reported a position in BIV in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.58M in Q3 2024. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

NBT Bank held 16,677 shares of Vanguard Intermediate-Term Bond ETF worth $1.29M as of Q1 2026.
NBT Bank sold 23 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.79K.
Vanguard Intermediate-Term Bond ETF made up 0.08% of NBT Bank's portfolio in Q1 2026, its #184 holding.
NBT Bank first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 52 quarters since.
NBT Bank's Vanguard Intermediate-Term Bond ETF position peaked at $2.58M in Q3 2024.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.