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 Q2	$217K	Sell	2,834 -290	-9%	-$22.3K	0.19%	35
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 $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

St. Nicholas Private Asset Management's BIV Position: Q2 2026 in Review

St. Nicholas Private Asset Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 9.3% in Q2 2026, selling an estimated $22.3K and leaving 2,834 shares worth $217K. The position accounts for 0.19% of the portfolio, ranked #35.

St. Nicholas Private Asset Management first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $249K in Q4 2024. 1,021 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

St. Nicholas Private Asset Management held 2,834 shares of Vanguard Intermediate-Term Bond ETF worth $217K as of Q2 2026.
St. Nicholas Private Asset Management sold 290 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $22.3K.
Vanguard Intermediate-Term Bond ETF made up 0.19% of St. Nicholas Private Asset Management's portfolio in Q2 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 7 quarters since.
St. Nicholas Private Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $249K in Q4 2024.
1,021 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on St. Nicholas Private Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.