PCWA
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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

SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return