Valley National Advisers’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Valley National Advisers’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	$17.3K	Hold	225	–	–	﹤0.01%	542
2026 Q1	$17K	Hold	225	–	–	﹤0.01%	522
2025 Q4	$17K	Buy	+225	New	+$17.6K	﹤0.01%	523
2025 Q3	–	Sell	-155	Closed	-$11K	–	850
2025 Q2	$11K	Hold	155	–	–	﹤0.01%	538
2025 Q1	$11K	Hold	155	–	–	﹤0.01%	544
2024 Q4	$11K	Hold	155	–	–	﹤0.01%	520
2024 Q3	$12K	Hold	155	–	–	﹤0.01%	497
2024 Q2	$11K	Hold	155	–	–	﹤0.01%	596
2024 Q1	$11K	Hold	155	–	–	﹤0.01%	613
2023 Q4	$11K	Hold	155	–	–	﹤0.01%	629
2023 Q3	$11K	Hold	155	–	–	﹤0.01%	576
2023 Q2	$12K	Hold	155	–	–	﹤0.01%	566
2023 Q1	$12K	Sell	155 -13	-8%	-$985	﹤0.01%	565
2022 Q4	$12K	Hold	168	–	–	﹤0.01%	551
2022 Q3	$12K	Hold	168	–	–	﹤0.01%	560
2022 Q2	$13K	Hold	168	–	–	﹤0.01%	536
2022 Q1	$14K	Sell	168 -891	-84%	-$75.2K	﹤0.01%	551
2021 Q4	$93K	Sell	1,059 -27	-2%	-$2.4K	0.02%	296
2021 Q3	$97K	Sell	1,086 -958	-47%	-$86.8K	0.02%	278
2021 Q2	$184K	Sell	2,044 -395	-16%	-$35.3K	0.03%	230
2021 Q1	$216K	Sell	2,439 -2,144	-47%	-$195K	0.04%	207
2020 Q4	$426K	Sell	4,583 -325	-7%	-$30.3K	0.09%	144
2020 Q3	$459K	Buy	4,908 +79	+2%	+$7.4K	0.11%	132
2020 Q2	$450K	Buy	4,829 +3,957	+454%	+$362K	0.1%	119
2020 Q1	$78K	Buy	872 +22	+3%	+$1.95K	0.02%	238
2019 Q4	$74K	Buy	850 +83	+11%	+$7.27K	0.02%	273
2019 Q3	$67K	Hold	767	–	–	0.02%	272
2019 Q2	$66K	Hold	767	–	–	0.02%	268
2019 Q1	$64K	Hold	767	–	–	0.02%	269
2018 Q4	$62K	Hold	767	–	–	0.02%	250
2018 Q3	$62K	Hold	767	–	–	0.02%	242
2018 Q2	$62K	Hold	767	–	–	0.02%	244
2018 Q1	$63K	Sell	767 -250	-25%	-$20.5K	0.02%	235
2017 Q4	$85K	Hold	1,017	–	–	0.03%	217
2017 Q3	$86K	Buy	1,017 +250	+33%	+$21.2K	0.03%	213
2017 Q2	$65K	Hold	767	–	–	0.02%	225
2017 Q1	$64K	Hold	767	–	–	0.02%	223
2016 Q4	$64K	Sell	767 -70	-8%	-$5.94K	0.03%	231
2016 Q3	$73K	Hold	837	–	–	0.04%	199
2016 Q2	$74K	Hold	837	–	–	0.04%	206
2016 Q1	$72K	Hold	837	–	–	0.04%	206
2015 Q4	$70K	Sell	837 -1,120	-57%	-$94.3K	0.04%	201
2015 Q3	$166K	Hold	1,957	–	–	0.1%	136
2015 Q2	$164K	Hold	1,957	–	–	0.09%	143
2015 Q1	$169K	Buy	+1,957	New	+$168K	0.1%	132

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

Valley National Advisers's BIV Position: Q2 2026 in Review

Valley National Advisers held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 225 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Valley National Advisers first reported a position in BIV in Q1 2015 and has held it in 45 quarters since. The position peaked at $459K in Q3 2020. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Valley National Advisers held 225 shares of Vanguard Intermediate-Term Bond ETF worth $17.3K as of Q2 2026.
Valley National Advisers left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #542 holding.
Valley National Advisers first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2015 and has held it in 45 quarters since.
Valley National Advisers's Vanguard Intermediate-Term Bond ETF position peaked at $459K in Q3 2020.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.