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 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 $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

WNY Asset Management's BIV Position: Q1 2026 in Review

WNY Asset Management opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026: 82,765 shares worth $6.39M. The stake represents 0.66% of the portfolio and ranks #27 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in BIV as recently as Q3 2025.

WNY Asset Management first reported a position in BIV in Q4 2023 and has held it in 9 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

WNY Asset Management held 82,765 shares of Vanguard Intermediate-Term Bond ETF worth $6.39M as of Q1 2026.
Vanguard Intermediate-Term Bond ETF was a new WNY Asset Management position in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up 0.66% of WNY Asset Management's portfolio in Q1 2026, its #27 holding.
WNY Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 9 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.