St. Nicholas Private Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

St. Nicholas Private 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	$241K	Sell	3,124 -65	-2%	-$5.06K	0.23%	35
2025 Q4	$248K	Buy	3,189 +356	+13%	+$27.8K	0.22%	34
2025 Q3	$221K	Sell	2,833 -26	-0.9%	-$2.01K	0.19%	36
2025 Q2	$221K	Sell	2,859 -39	-1%	-$2.97K	0.21%	35
2025 Q1	$222K	Sell	2,898 -439	-13%	-$33.1K	0.21%	37
2024 Q4	$249K	Buy	+3,337	New	+$254K	0.22%	35

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

St. Nicholas Private Asset Management's BIV Position: Q1 2026 in Review

St. Nicholas Private Asset Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2% in Q1 2026, selling an estimated $5.06K and leaving 3,124 shares worth $241K. The position accounts for 0.23% of the portfolio, ranked #35.

St. Nicholas Private Asset Management first reported a position in BIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $249K in Q4 2024. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

St. Nicholas Private Asset Management held 3,124 shares of Vanguard Intermediate-Term Bond ETF worth $241K as of Q1 2026.
St. Nicholas Private Asset Management sold 65 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $5.06K.
Vanguard Intermediate-Term Bond ETF made up 0.23% of St. Nicholas Private Asset Management's portfolio in Q1 2026, its #35 holding.
St. Nicholas Private Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
St. Nicholas Private Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $249K in Q4 2024.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on St. Nicholas Private Asset Management's 13F filing for Q1 2026, filed 15 May 2026.