WNY Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

WNY Asset Management’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	$6.43M	Buy	83,788 +1,023	+1%	+$78.5K	0.57%	28
2026 Q1	$6.39M	Buy	+82,765	New	+$6.44M	0.66%	27
2025 Q3	$5.04M	Buy	64,487 +1,459	+2%	+$113K	0.48%	35
2025 Q2	$4.87M	Buy	63,028 +4,481	+8%	+$341K	0.54%	34
2025 Q1	$4.48M	Buy	58,547 +54,651	+1,403%	+$4.12M	0.53%	36
2024 Q4	$291K	Sell	3,896 -1,000	-20%	-$76K	0.04%	176
2024 Q3	$384K	Buy	4,896 +1,897	+63%	+$146K	0.04%	168
2024 Q2	$225K	Hold	2,999	–	–	0.03%	215
2024 Q1	$226K	Hold	2,999	–	–	0.03%	215
2023 Q4	$229K	Buy	+2,999	New	+$220K	0.04%	202

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

WNY Asset Management's BIV Position: Q2 2026 in Review

WNY Asset Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.2% in Q2 2026, buying an estimated $78.5K and bringing the position to 83,788 shares worth $6.43M. The position accounts for 0.57% of the portfolio, ranked #28.

WNY Asset Management first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

WNY Asset Management held 83,788 shares of Vanguard Intermediate-Term Bond ETF worth $6.43M as of Q2 2026.
WNY Asset Management bought 1,023 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $78.5K.
Vanguard Intermediate-Term Bond ETF made up 0.57% of WNY Asset Management's portfolio in Q2 2026, its #28 holding.
WNY Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.