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

Pacific Capital 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	$13.5M	Sell	175,507 -13,036	-7%	-$1M	2.03%	9
2026 Q1	$14.6M	Buy	188,543 +1,299	+0.7%	+$101K	2.44%	9
2025 Q4	$14.6M	Sell	187,244 -103	-0.1%	-$8.05K	2.5%	10
2025 Q3	$14.6M	Sell	187,347 -12,840	-6%	-$994K	2.53%	10
2025 Q2	$15.3M	Buy	200,187 +39,893	+25%	+$3.04M	2.81%	10
2025 Q1	$12.3M	Sell	160,294 -26,434	-14%	-$1.99M	2.12%	11
2024 Q4	$14M	Buy	186,728 +48,134	+35%	+$3.66M	2.33%	11
2024 Q3	$10.9M	Sell	138,594 -26,182	-16%	-$2.02M	1.83%	12
2024 Q2	$12.3M	Buy	164,776 +56,401	+52%	+$4.19M	2.25%	9
2024 Q1	$8.17M	Sell	108,375 -10,834	-9%	-$817K	1.92%	11
2023 Q4	$9.11M	Sell	119,209 -905	-0.8%	-$66.3K	2.31%	10
2023 Q3	$8.69M	Sell	120,114 -50,555	-30%	-$3.74M	2.44%	10
2023 Q2	$12.8M	Buy	170,669 +4,108	+2%	+$313K	3.26%	10
2023 Q1	$12.8M	Buy	166,561 +32,559	+24%	+$2.47M	3.29%	8
2022 Q4	$9.96M	Buy	+134,002	New	+$9.93M	2.57%	12

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

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

Pacific Capital Wealth Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.9% in Q2 2026, selling an estimated $1M and leaving 175,507 shares worth $13.5M. The position accounts for 2.03% of the portfolio, ranked #9.

Pacific Capital Wealth Advisors first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.3M in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Pacific Capital Wealth Advisors held 175,507 shares of Vanguard Intermediate-Term Bond ETF worth $13.5M as of Q2 2026.
Pacific Capital Wealth Advisors sold 13,036 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1M.
Vanguard Intermediate-Term Bond ETF made up 2.03% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Pacific Capital Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
Pacific Capital Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $15.3M in Q2 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.