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

Tompkins Financial’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	$109K	Hold	1,426	–	–	0.01%	264
2026 Q1	$110K	Buy	+1,426	New	+$111K	0.01%	254
2023 Q1	–	Sell	-47	Closed	-$3K	–	635
2022 Q4	$3K	Hold	47	–	–	﹤0.01%	552
2022 Q3	$3K	Hold	47	–	–	﹤0.01%	542
2022 Q2	$4K	Sell	47 -47	-50%	-$3.69K	﹤0.01%	513
2022 Q1	$8K	Hold	94	–	–	﹤0.01%	500
2021 Q4	$8K	Hold	94	–	–	﹤0.01%	292
2021 Q3	$8K	Buy	+94	New	+$8.51K	﹤0.01%	332
2021 Q1	$8K	Hold	94	–	–	﹤0.01%	371
2020 Q4	$9K	Buy	+94	New	+$8.75K	﹤0.01%	366

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

Tompkins Financial's BIV Position: Q2 2026 in Review

Tompkins Financial held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 1,426 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #264.

Tompkins Financial first reported a position in BIV in Q4 2020 and has held it in 10 quarters since. The position peaked at $110K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Tompkins Financial held 1,426 shares of Vanguard Intermediate-Term Bond ETF worth $109K as of Q2 2026.
Tompkins Financial left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Tompkins Financial's portfolio in Q2 2026, its #264 holding.
Tompkins Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 10 quarters since.
Tompkins Financial's Vanguard Intermediate-Term Bond ETF position peaked at $110K in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.