Park Avenue Securities’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Park Avenue Securities’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	$2.71M	Buy	35,344 +2,034	+6%	+$156K	0.02%	564
2026 Q1	$2.57M	Buy	+33,310	New	+$2.59M	0.02%	477
2025 Q4	–	Sell	-16,777	Closed	-$1.31M	–	1521
2025 Q3	$1.31M	Buy	+16,777	New	+$1.3M	0.01%	762
2025 Q1	–	Sell	-14,838	Closed	-$1.11M	–	1203
2024 Q4	$1.11M	Buy	14,838 +5,102	+52%	+$388K	0.01%	705
2024 Q3	$763K	Buy	9,736 +3,514	+56%	+$271K	0.01%	787
2024 Q2	$466K	Buy	6,222 +585	+10%	+$43.5K	0.01%	1001
2024 Q1	$425K	Buy	5,637 +244	+5%	+$18.4K	0.01%	1033
2023 Q4	$412K	Sell	5,393 -24,789	-82%	-$1.82M	0.01%	990
2023 Q3	$2.18M	Sell	30,182 -23,715	-44%	-$1.75M	0.03%	308
2023 Q2	$4.05M	Buy	53,897 +15,725	+41%	+$1.2M	0.06%	192
2023 Q1	$2.93M	Sell	38,172 -255	-0.7%	-$19.3K	0.05%	219
2022 Q4	$2.86M	Sell	38,427 -7,307	-16%	-$541K	0.05%	227
2022 Q3	$3.36M	Buy	45,734 +2,263	+5%	+$175K	0.07%	179
2022 Q2	$3.38M	Buy	43,471 +1,573	+4%	+$123K	0.07%	183
2022 Q1	$3.43M	Buy	41,898 +1,946	+5%	+$164K	0.06%	178
2021 Q4	$3.5M	Buy	39,952 +966	+2%	+$85.7K	0.06%	170
2021 Q3	$3.49M	Buy	38,986 +926	+2%	+$83.9K	0.07%	150
2021 Q2	$3.42M	Sell	38,060 -3,828	-9%	-$342K	0.07%	143
2021 Q1	$3.72M	Buy	41,888 +10,407	+33%	+$945K	0.09%	113
2020 Q4	$2.92M	Buy	31,481 +11,662	+59%	+$1.09M	0.08%	112
2020 Q3	$1.85M	Buy	19,819 +5,186	+35%	+$486K	0.06%	142
2020 Q2	$1.36M	Buy	+14,633	New	+$1.34M	0.05%	151
2020 Q1	–	Sell	-9,167	Closed	-$800K	–	326
2019 Q4	$800K	Buy	9,167 +6,021	+191%	+$527K	0.03%	214
2019 Q3	$277K	Buy	+3,146	New	+$275K	0.01%	420
2019 Q2	–	Sell	-3,268	Closed	-$272K	–	274
2019 Q1	$272K	Buy	+3,268	New	+$269K	0.01%	327

Other funds holding BIV

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

SFMG

Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Park Avenue Securities's BIV Position: Q2 2026 in Review

Park Avenue Securities increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.1% in Q2 2026, buying an estimated $156K and bringing the position to 35,344 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #564.

Park Avenue Securities first reported a position in BIV in Q1 2019 and has held it in 25 quarters since. The position peaked at $4.05M in Q2 2023. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Park Avenue Securities held 35,344 shares of Vanguard Intermediate-Term Bond ETF worth $2.71M as of Q2 2026.
Park Avenue Securities bought 2,034 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $156K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Park Avenue Securities's portfolio in Q2 2026, its #564 holding.
Park Avenue Securities first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2019 and has held it in 25 quarters since.
Park Avenue Securities's Vanguard Intermediate-Term Bond ETF position peaked at $4.05M in Q2 2023.
347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.