Valley Wealth Managers’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Valley Wealth Managers’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	$14K	Hold	182	–	–	﹤0.01%	259
2025 Q4	$14.2K	Hold	182	–	–	﹤0.01%	265
2025 Q3	$14.2K	Hold	182	–	–	﹤0.01%	247
2025 Q2	$14.1K	Sell	182 -80	-31%	-$6.09K	﹤0.01%	234
2025 Q1	$20.1K	Hold	262	–	–	﹤0.01%	245
2024 Q4	$19.6K	Hold	262	–	–	﹤0.01%	262
2024 Q3	$20.5K	Hold	262	–	–	﹤0.01%	267
2024 Q2	$19.6K	Hold	262	–	–	﹤0.01%	263
2024 Q1	$19.8K	Hold	262	–	–	﹤0.01%	243
2023 Q4	$20K	Hold	262	–	–	﹤0.01%	251
2023 Q3	$18.9K	Sell	262 -15	-5%	-$1.11K	﹤0.01%	259
2023 Q2	$20.8K	Hold	277	–	–	﹤0.01%	245
2023 Q1	$21.3K	Hold	277	–	–	﹤0.01%	250
2022 Q4	$20.6K	Hold	277	–	–	﹤0.01%	268
2022 Q3	$20K	Hold	277	–	–	﹤0.01%	285
2022 Q2	$22K	Buy	+277	New	+$21.7K	﹤0.01%	289

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valley Wealth Managers's BIV Position: Q1 2026 in Review

Valley Wealth Managers held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 182 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Valley Wealth Managers first reported a position in BIV in Q2 2022 and has held it in 16 quarters since. The position peaked at $22K in Q2 2022. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Valley Wealth Managers held 182 shares of Vanguard Intermediate-Term Bond ETF worth $14K as of Q1 2026.
Valley Wealth Managers left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #259 holding.
Valley Wealth Managers first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 16 quarters since.
Valley Wealth Managers's Vanguard Intermediate-Term Bond ETF position peaked at $22K in Q2 2022.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.