SYM Financial Corp’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

SYM Financial Corp’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	$21.4K	Buy	+279	New	+$21.4K	﹤0.01%	465
2025 Q3	–	Sell	-86	Closed	-$6.67K	–	413
2025 Q2	$6.67K	Buy	+86	New	+$6.55K	﹤0.01%	406
2025 Q1	–	Sell	-4	Closed	-$299	–	357
2024 Q4	$299	Buy	+4	New	+$304	﹤0.01%	332
2022 Q4	–	Sell	-818	Closed	-$60K	–	122
2022 Q3	$60K	Buy	+818	New	+$63.3K	0.03%	69

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

SYM Financial Corp's BIV Position: Q2 2026 in Review

SYM Financial Corp opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 279 shares worth $21.4K. The stake represents ﹤0.01% of the portfolio and ranks #465 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in BIV as recently as Q2 2025.

SYM Financial Corp first reported a position in BIV in Q3 2022 and has held it in 4 quarters since. The position peaked at $60K in Q3 2022. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

SYM Financial Corp held 279 shares of Vanguard Intermediate-Term Bond ETF worth $21.4K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new SYM Financial Corp position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #465 holding.
SYM Financial Corp first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and has held it in 4 quarters since.
SYM Financial Corp's Vanguard Intermediate-Term Bond ETF position peaked at $60K in Q3 2022.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.