Panoramic Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Panoramic Investment 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 Q1	$374K	Buy	4,850 +750	+18%	+$58.4K	0.2%	86
2025 Q4	$319K	Hold	4,100	–	–	0.17%	90
2025 Q3	$320K	Hold	4,100	–	–	0.18%	87
2025 Q2	$317K	Hold	4,100	–	–	0.19%	89
2025 Q1	$314K	Hold	4,100	–	–	0.21%	82
2024 Q4	$306K	Hold	4,100	–	–	0.2%	87
2024 Q3	$321K	Buy	+4,100	New	+$316K	0.22%	88
2024 Q1	$336K	Buy	4,450 +1,200	+37%	+$90.4K	0.25%	77
2023 Q4	$248K	Hold	3,250	–	–	0.21%	93
2023 Q3	$235K	Buy	+3,250	New	+$240K	0.22%	88

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Panoramic Investment Advisors's BIV Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 18% in Q1 2026, buying an estimated $58.4K and bringing the position to 4,850 shares worth $374K. The position accounts for 0.2% of the portfolio, ranked #86.

Panoramic Investment Advisors first reported a position in BIV in Q3 2023 and has held it in 10 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Panoramic Investment Advisors held 4,850 shares of Vanguard Intermediate-Term Bond ETF worth $374K as of Q1 2026.
Panoramic Investment Advisors bought 750 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $58.4K.
Vanguard Intermediate-Term Bond ETF made up 0.2% of Panoramic Investment Advisors's portfolio in Q1 2026, its #86 holding.
Panoramic Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and has held it in 10 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.