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New Hampshire Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

New Hampshire Trust’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 		$7.19M Buy
93,799
+5,029
+6% +$386K 1.36% 18
2026
Q1 		$6.85M Buy
88,770
+9,930
+13% +$773K 1.38% 19
2025
Q4 		$6.14M Buy
78,840
+32,744
+71% +$2.56M 1.19% 20
2025
Q3 		$3.6M Buy
46,096
+9,160
+25% +$709K 0.7% 39
2025
Q2 		$2.86M Sell
36,936
-522
-1% -$39.8K 0.6% 45
2025
Q1 		$2.87M Sell
37,458
-15,215
-29% -$1.15M 0.66% 46
2024
Q4 		$3.94M Buy
52,673
+26,792
+104% +$2.04M 0.83% 38
2024
Q3 		$2.03M Buy
25,881
+739
+3% +$57K 0.43% 61
2024
Q2 		$1.88M Sell
25,142
-44,817
-64% -$3.33M 0.43% 61
2024
Q1 		$5.27M Sell
69,959
-76,916
-52% -$5.8M 1.23% 20
2023
Q4 		$11.2M Buy
146,875
+93,934
+177% +$6.88M 2.7% 5
2023
Q3 		$3.83M Sell
52,941
-1,175
-2% -$86.9K 1.04% 24
2023
Q2 		$4.07M Buy
54,116
+13,474
+33% +$1.03M 1.06% 20
2023
Q1 		$3.12M Sell
40,642
-34,617
-46% -$2.62M 0.84% 35
2022
Q4 		$5.59M Buy
+75,259
New +$5.58M 1.48% 16

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

New Hampshire Trust's BIV Position: Q2 2026 in Review

New Hampshire Trust increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.7% in Q2 2026, buying an estimated $386K and bringing the position to 93,799 shares worth $7.19M. The position accounts for 1.36% of the portfolio, ranked #18.

New Hampshire Trust first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.2M in Q4 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • New Hampshire Trust held 93,799 shares of Vanguard Intermediate-Term Bond ETF worth $7.19M as of Q2 2026.
  • New Hampshire Trust bought 5,029 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $386K.
  • Vanguard Intermediate-Term Bond ETF made up 1.36% of New Hampshire Trust's portfolio in Q2 2026, its #18 holding.
  • New Hampshire Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • New Hampshire Trust's Vanguard Intermediate-Term Bond ETF position peaked at $11.2M in Q4 2023.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on New Hampshire Trust's 13F filing for Q2 2026, filed 27 Jul 2026.