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Pacific Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Pacific Financial Group’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 		$744K Sell
9,639
-466
-5% -$36.3K 0.4% 59
2025
Q4 		$787K Sell
10,105
-1,834
-15% -$143K 0.44% 47
2025
Q3 		$932K Sell
11,939
-560
-4% -$43.4K 0.69% 33
2025
Q2 		$967K Sell
12,499
-393
-3% -$29.9K 0.75% 28
2025
Q1 		$987K Buy
12,892
+780
+6% +$58.8K 0.8% 26
2024
Q4 		$905K Sell
12,112
-240
-2% -$18.2K 0.67% 34
2024
Q3 		$968K Sell
12,352
-830
-6% -$64K 0.71% 31
2024
Q2 		$987K Sell
13,182
-26
-0.2% -$1.93K 0.7% 32
2024
Q1 		$996K Buy
13,208
+180
+1% +$13.6K 0.69% 31
2023
Q4 		$995K Sell
13,028
-1,305
-9% -$95.6K 0.74% 32
2023
Q3 		$1.04M Buy
14,333
+9,901
+223% +$732K 0.68% 30
2023
Q2 		$333K Buy
4,432
+41
+0.9% +$3.12K 0.22% 49
2023
Q1 		$337K Buy
4,391
+290
+7% +$22K 0.25% 46
2022
Q4 		$305K Sell
4,101
-377
-8% -$27.9K 0.23% 46
2022
Q3 		$329K Sell
4,478
-939
-17% -$72.6K 0.3% 42
2022
Q2 		$421K Buy
5,417
+244
+5% +$19.1K 0.31% 45
2022
Q1 		$424K Sell
5,173
-1,816
-26% -$153K 0.28% 49
2021
Q4 		$603K Buy
6,989
+1,353
+24% +$120K 0.4% 43
2021
Q3 		$504K Buy
5,636
+1,042
+23% +$94.4K 0.36% 47
2021
Q2 		$413K Buy
4,594
+1,066
+30% +$95.2K 0.29% 53
2021
Q1 		$313K Buy
3,528
+23
+0.7% +$2.09K 0.25% 54
2020
Q4 		$325K Sell
3,505
-15,964
-82% -$1.49M 0.29% 52
2020
Q3 		$1.82M Buy
19,469
+3,307
+20% +$310K 1.43% 23
2020
Q2 		$1.44M Sell
16,162
-451
-3% -$41.3K 1.5% 21
2020
Q1 		$1.48M Buy
16,613
+1,143
+7% +$101K 1.53% 21
2019
Q4 		$1.35M Buy
15,470
+12,972
+519% +$1.14M 0.13% 52
2019
Q3 		$216K Sell
2,498
-60
-2% -$5.24K 0.02% 82
2019
Q2 		$215K Buy
+2,558
New +$216K 0.03% 80

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pacific Financial Group's BIV Position: Q1 2026 in Review

Pacific Financial Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.6% in Q1 2026, selling an estimated $36.3K and leaving 9,639 shares worth $744K. The position accounts for 0.4% of the portfolio, ranked #59.

Pacific Financial Group first reported a position in BIV in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.82M in Q3 2020. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Pacific Financial Group held 9,639 shares of Vanguard Intermediate-Term Bond ETF worth $744K as of Q1 2026.
  • Pacific Financial Group sold 466 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $36.3K.
  • Vanguard Intermediate-Term Bond ETF made up 0.4% of Pacific Financial Group's portfolio in Q1 2026, its #59 holding.
  • Pacific Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • Pacific Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $1.82M in Q3 2020.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.