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Patriot Financial Group Insurance Agency’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Patriot Financial Group Insurance Agency’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 		$3.08M Sell
40,127
-39,465
-50% -$3.03M 0.32% 91
2026
Q1 		$6.14M Buy
79,592
+37,341
+88% +$2.91M 0.35% 78
2025
Q4 		$3.29M Buy
42,251
+4,378
+12% +$342K 0.39% 69
2025
Q3 		$2.96M Buy
37,873
+22,240
+142% +$1.72M 0.38% 68
2025
Q2 		$1.21M Sell
15,633
-708
-4% -$53.9K 0.14% 179
2025
Q1 		$1.25M Sell
16,341
-728
-4% -$54.9K 0.17% 153
2024
Q4 		$1.28M Buy
17,069
+382
+2% +$29K 0.17% 136
2024
Q3 		$1.31M Sell
16,687
-158
-0.9% -$12.2K 0.18% 136
2024
Q2 		$1.26M Buy
16,845
+3,339
+25% +$248K 0.19% 127
2024
Q1 		$1.02M Sell
13,506
-1,032
-7% -$77.8K 0.16% 146
2023
Q4 		$1.11M Buy
14,538
+9,052
+165% +$663K 0.21% 118
2023
Q3 		$397K Sell
5,486
-7,972
-59% -$590K 0.08% 283
2023
Q2 		$1.01M Buy
13,458
+2,667
+25% +$203K 0.19% 130
2023
Q1 		$828K Sell
10,791
-362
-3% -$27.4K 0.17% 144
2022
Q4 		$829K Sell
11,153
-2,954
-21% -$219K 0.11% 131
2022
Q3 		$1.04M Buy
14,107
+11,079
+366% +$857K 0.25% 92
2022
Q2 		$235K Sell
3,028
-11,190
-79% -$877K 0.05% 347
2022
Q1 		$1.16M Buy
14,218
+10,445
+277% +$882K 0.21% 111
2021
Q4 		$331K Sell
3,773
-458
-11% -$40.6K 0.06% 329
2021
Q3 		$379K Buy
4,231
+28
+0.7% +$2.54K 0.07% 289
2021
Q2 		$378K Sell
4,203
-607
-13% -$54.2K 0.07% 286
2021
Q1 		$427K Sell
4,810
-1,232
-20% -$112K 0.1% 218
2020
Q4 		$561K Buy
6,042
+1,564
+35% +$146K 0.14% 160
2020
Q3 		$419K Buy
4,478
+590
+15% +$55.3K 0.14% 163
2020
Q2 		$362K Buy
3,888
+579
+17% +$53K 0.14% 155
2020
Q1 		$296K Buy
3,309
+2,389
+260% +$212K 0.14% 164
2019
Q4 		$80K Buy
920
+5
+0.5% +$438 0.03% 383
2019
Q3 		$81K Buy
915
+4
+0.4% +$349 0.04% 348
2019
Q2 		$79K Buy
911
+3
+0.3% +$253 0.03% 357
2019
Q1 		$76K Buy
908
+81
+10% +$6.67K 0.04% 320
2018
Q4 		$67K Buy
827
+300
+57% +$24K 0.04% 275
2018
Q3 		$42K Buy
527
+2
+0.4% +$162 0.03% 330
2018
Q2 		$43K Buy
525
+4
+0.8% +$323 0.05% 193
2018
Q1 		$43K Buy
521
+2
+0.4% +$164 0.03% 338
2017
Q4 		$43K Buy
519
+4
+0.8% +$337 0.03% 322
2017
Q3 		$44K Buy
515
+3
+0.6% +$255 0.04% 274
2017
Q2 		$43K Buy
512
+5
+1% +$422 0.04% 255
2017
Q1 		$43K Hold
507
– – 0.05% 241
2016
Q4 		$42K Buy
+507
New +$43K 0.06% 241

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BIV Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 50% in Q2 2026, selling an estimated $3.03M and leaving 40,127 shares worth $3.08M. The position accounts for 0.32% of the portfolio, ranked #91.

Patriot Financial Group Insurance Agency first reported a position in BIV in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.14M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 40,127 shares of Vanguard Intermediate-Term Bond ETF worth $3.08M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 39,465 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $3.03M.
  • Vanguard Intermediate-Term Bond ETF made up 0.32% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #91 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Vanguard Intermediate-Term Bond ETF position peaked at $6.14M in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.