UCB
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United Community Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

United Community Bank’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 		$2.2M Buy
+28,456
New +$2.22M 0.73% 33
2025
Q4 		– Sell
-9,939
Closed -$776K – 558
2025
Q3 		$776K Buy
9,939
+6,388
+180% +$495K 0.24% 96
2025
Q2 		$275K Buy
3,551
+980
+38% +$74.6K 0.09% 160
2025
Q1 		$197K Buy
2,571
+357
+16% +$26.9K 0.07% 187
2024
Q4 		$165K Sell
2,214
-1,035
-32% -$78.7K 0.06% 192
2024
Q3 		$255K Buy
3,249
+699
+27% +$53.9K 0.1% 155
2024
Q2 		$191K Sell
2,550
-287
-10% -$21.3K 0.08% 190
2024
Q1 		$214K Buy
2,837
+94
+3% +$7.08K 0.08% 171
2023
Q4 		$210K Sell
2,743
-45
-2% -$3.3K 0.09% 178
2023
Q3 		$202K Sell
2,788
-130
-4% -$9.62K 0.1% 152
2023
Q2 		$220K Buy
2,918
+20
+0.7% +$1.52K 0.19% 80
2023
Q1 		$222K Buy
2,898
+5
+0.2% +$379 0.21% 72
2022
Q4 		$215K Buy
2,893
+535
+23% +$39.6K 0.21% 71
2022
Q3 		$173K Hold
2,358
– – 0.18% 78
2022
Q2 		$183K Sell
2,358
-1,277
-35% -$100K 0.2% 76
2022
Q1 		$298K Buy
3,635
+70
+2% +$5.91K 0.3% 60
2021
Q4 		$312K Buy
+3,565
New +$316K 0.31% 68

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

United Community Bank's BIV Position: Q1 2026 in Review

United Community Bank opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026: 28,456 shares worth $2.2M. The stake represents 0.73% of the portfolio and ranks #33 among its holdings. This is a return to the name: United Community Bank previously reported a position in BIV as recently as Q3 2025.

United Community Bank first reported a position in BIV in Q4 2021 and has held it in 17 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • United Community Bank held 28,456 shares of Vanguard Intermediate-Term Bond ETF worth $2.2M as of Q1 2026.
  • Vanguard Intermediate-Term Bond ETF was a new United Community Bank position in Q1 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.73% of United Community Bank's portfolio in Q1 2026, its #33 holding.
  • United Community Bank first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.