Pathstone Holdings’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Pathstone Holdings’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	$4.05M	Buy	52,744 +8,943	+20%	+$687K	0.01%	744
2026 Q1	$3.38M	Buy	43,801 +2,176	+5%	+$169K	0.01%	741
2025 Q4	$3.24M	Buy	41,625 +2,675	+7%	+$209K	0.01%	770
2025 Q3	$3.04M	Buy	38,950 +2,355	+6%	+$182K	0.01%	800
2025 Q2	$2.83M	Buy	36,595 +9,203	+34%	+$701K	0.01%	803
2025 Q1	$2.1M	Buy	27,392 +1,044	+4%	+$78.8K	0.01%	963
2024 Q4	$1.97M	Sell	26,348 -2,472	-9%	-$188K	0.01%	979
2024 Q3	$2.26M	Buy	28,820 +2,427	+9%	+$187K	0.01%	901
2024 Q2	$1.98M	Buy	26,393 +204	+0.8%	+$15.2K	0.01%	922
2024 Q1	$1.97M	Sell	26,189 -3,618	-12%	-$273K	0.01%	907
2023 Q4	$2.28M	Buy	+29,807	New	+$2.18M	0.01%	692

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

Pathstone Holdings's BIV Position: Q2 2026 in Review

Pathstone Holdings increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 20% in Q2 2026, buying an estimated $687K and bringing the position to 52,744 shares worth $4.05M. The position accounts for 0.01% of the portfolio, ranked #744.

Pathstone Holdings first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Pathstone Holdings held 52,744 shares of Vanguard Intermediate-Term Bond ETF worth $4.05M as of Q2 2026.
Pathstone Holdings bought 8,943 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $687K.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #744 holding.
Pathstone Holdings first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.