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 Q3	$104K	Hold	1,426	–	–	0.01%	270
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

CPA

Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Tompkins Financial's BIV Position: Q3 2026 in Review

Tompkins Financial held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2026 at 1,426 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #270.

Tompkins Financial first reported a position in BIV in Q4 2020 and has held it in 11 quarters since. The position peaked at $110K in Q1 2026. 90 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

Tompkins Financial held 1,426 shares of Vanguard Intermediate-Term Bond ETF worth $104K as of Q3 2026.
Tompkins Financial left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2026.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Tompkins Financial's portfolio in Q3 2026, its #270 holding.
Tompkins Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 11 quarters since.
Tompkins Financial's Vanguard Intermediate-Term Bond ETF position peaked at $110K in Q1 2026.
90 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.