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New Century Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

New Century Financial Group’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
2025
Q2 		– Sell
-8,905
Closed -$682K – 114
2025
Q1 		$682K Sell
8,905
-45
-0.5% -$3.4K 0.79% 36
2024
Q4 		$668K Buy
8,950
+203
+2% +$15.4K 0.28% 101
2024
Q3 		$685K Buy
8,747
+730
+9% +$56.3K 0.25% 125
2024
Q2 		$600K Buy
+8,017
New +$596K 0.26% 116

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New Century Financial Group's BIV Position: Q2 2025 in Review

New Century Financial Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 8,905 shares — an estimated $682K sold.

New Century Financial Group first reported a position in BIV in Q2 2024 and held it in 4 quarters. The position peaked at $685K in Q3 2024. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • New Century Financial Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • New Century Financial Group sold 8,905 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $682K.
  • New Century Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and held it in 4 quarters.
  • New Century Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $685K in Q3 2024.
  • 931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.