NEAM
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New England Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

New England Asset 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 		– Sell
-75
Closed -$5.84K – 103
2025
Q4 		$5.84K Hold
75
– – ﹤0.01% 105
2025
Q3 		$5.86K Hold
75
– – ﹤0.01% 108
2025
Q2 		$5.8K Hold
75
– – ﹤0.01% 104
2025
Q1 		$5.74K Hold
75
– – ﹤0.01% 104
2024
Q4 		$5.61K Hold
75
– – ﹤0.01% 103
2024
Q3 		$5.88K Hold
75
– – ﹤0.01% 102
2024
Q2 		$5.62K Buy
+75
New +$5.57K ﹤0.01% 99
2024
Q1 		– Sell
-75
Closed -$5.73K – 94
2023
Q4 		$5.73K Hold
75
– – ﹤0.01% 96
2023
Q3 		$5.42K Buy
+75
New +$5.55K ﹤0.01% 96
2020
Q2 		– Sell
-37,800
Closed -$3.38M – 154
2020
Q1 		$3.38M Buy
+37,800
New +$3.35M 0.08% 46

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $761B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Baird Financial Group
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return