Pacifica Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Pacifica Partners’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	$111K	Sell	1,529 -115	-7%	-$8.65K	0.03%	143
2026 Q2	$126K	Hold	1,644	–	–	0.04%	139
2026 Q1	$127K	Hold	1,644	–	–	0.04%	139
2025 Q4	$128K	Buy	1,644 +1,090	+197%	+$85.2K	0.06%	129
2025 Q3	$43.3K	Hold	554	–	–	0.02%	211
2025 Q2	$42.7K	Hold	554	–	–	0.02%	207
2025 Q1	$42.7K	Hold	554	–	–	0.02%	203
2024 Q4	$41.4K	Hold	554	–	–	0.02%	212
2024 Q3	$43.4K	Hold	554	–	–	0.02%	214
2024 Q2	$41.5K	Hold	554	–	–	0.02%	222
2024 Q1	$41.6K	Sell	554 -93	-14%	-$7.01K	0.02%	226
2023 Q4	$48.3K	Hold	647	–	–	0.02%	213
2023 Q3	$46.3K	Hold	647	–	–	0.03%	203
2023 Q2	$48.2K	Sell	647 -87	-12%	-$6.63K	0.03%	176
2023 Q1	$56.6K	Buy	734 +496	+208%	+$37.6K	0.03%	163
2022 Q4	$17.7K	Sell	238 -33	-12%	-$2.44K	0.01%	234
2022 Q3	$20K	Hold	271	–	–	0.01%	238
2022 Q2	$21K	Hold	271	–	–	0.01%	237
2022 Q1	$23K	Hold	271	–	–	0.02%	227
2021 Q4	$23K	Hold	271	–	–	0.02%	228
2021 Q3	$24K	Hold	271	–	–	0.02%	210
2021 Q2	$24K	Hold	271	–	–	0.02%	196
2021 Q1	$24K	Buy	271 +126	+87%	+$11.4K	0.02%	184
2020 Q4	$13K	Buy	+145	New	+$13.5K	0.01%	222

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

Pacifica Partners's BIV Position: Q3 2026 in Review

Pacifica Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7% in Q3 2026, selling an estimated $8.65K and leaving 1,529 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #143.

Pacifica Partners first reported a position in BIV in Q4 2020 and has held it in 24 quarters since. The position peaked at $128K in Q4 2025. 310 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

Pacifica Partners held 1,529 shares of Vanguard Intermediate-Term Bond ETF worth $111K as of Q3 2026.
Pacifica Partners sold 115 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $8.65K.
Vanguard Intermediate-Term Bond ETF made up 0.03% of Pacifica Partners's portfolio in Q3 2026, its #143 holding.
Pacifica Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 24 quarters since.
Pacifica Partners's Vanguard Intermediate-Term Bond ETF position peaked at $128K in Q4 2025.
310 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.