Five Pine Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Five Pine Wealth 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 Q3	$1.22M	Sell	16,731 -5,982	-26%	-$450K	0.69%	22
2026 Q2	$1.74M	Sell	22,713 -259	-1%	-$19.9K	0.99%	21
2026 Q1	$1.77M	Buy	22,972 +10,220	+80%	+$796K	1.1%	18
2025 Q4	$993K	Buy	12,752 +886	+7%	+$69.3K	0.64%	23
2025 Q3	$897K	Sell	11,866 -4,445	-27%	-$344K	0.61%	24
2025 Q2	$1.26M	Buy	16,311 +145	+0.9%	+$11K	0.93%	20
2025 Q1	$1.24M	Sell	16,166 -488	-3%	-$36.8K	1.01%	19
2024 Q4	$1.24M	Buy	+16,654	New	+$1.27M	1.05%	19

Other funds holding BIV

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Five Pine Wealth Management's BIV Position: Q3 2026 in Review

Five Pine Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 26% in Q3 2026, selling an estimated $450K and leaving 16,731 shares worth $1.22M. The position accounts for 0.69% of the portfolio, ranked #22.

Five Pine Wealth Management first reported a position in BIV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.77M in Q1 2026. 310 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

Five Pine Wealth Management held 16,731 shares of Vanguard Intermediate-Term Bond ETF worth $1.22M as of Q3 2026.
Five Pine Wealth Management sold 5,982 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $450K.
Vanguard Intermediate-Term Bond ETF made up 0.69% of Five Pine Wealth Management's portfolio in Q3 2026, its #22 holding.
Five Pine Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
Five Pine Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.77M in Q1 2026.
310 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Five Pine Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.