Cerro Pacific Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cerro Pacific Wealth Advisors’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	$346K	Hold	4,514	–	–	0.08%	135
2026 Q1	$348K	Hold	4,514	–	–	0.09%	121
2025 Q4	$352K	Hold	4,514	–	–	0.09%	119
2025 Q3	$352K	Buy	+4,514	New	+$349K	0.1%	116

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

Cerro Pacific Wealth Advisors's BIV Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 4,514 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #135.

Cerro Pacific Wealth Advisors first reported a position in BIV in Q3 2025 and has held it in 4 quarters since. The position peaked at $352K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Cerro Pacific Wealth Advisors held 4,514 shares of Vanguard Intermediate-Term Bond ETF worth $346K as of Q2 2026.
Cerro Pacific Wealth Advisors left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.08% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #135 holding.
Cerro Pacific Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
Cerro Pacific Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $352K in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.