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 Q2	$5.75K	Buy	+75	New	+$5.76K	﹤0.01%	113
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 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

New England Asset Management's BIV Position: Q2 2026 in Review

New England Asset Management opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 75 shares worth $5.75K. The stake represents ﹤0.01% of the portfolio and ranks #113 among its holdings. This is a return to the name: New England Asset Management previously reported a position in BIV as recently as Q4 2025.

New England Asset Management first reported a position in BIV in Q1 2020 and has held it in 11 quarters since. The position peaked at $3.38M in Q1 2020. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

New England Asset Management held 75 shares of Vanguard Intermediate-Term Bond ETF worth $5.75K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new New England Asset Management position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of New England Asset Management's portfolio in Q2 2026, its #113 holding.
New England Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 11 quarters since.
New England Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $3.38M in Q1 2020.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on New England Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.