PG
BIV icon

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

Patten 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 		$2.24M Sell
29,078
-1,078
-4% -$83.9K 0.39% 75
2025
Q4 		$2.35M Buy
30,156
+2,446
+9% +$191K 0.43% 65
2025
Q3 		$2.16M Buy
27,710
+3,186
+13% +$247K 0.42% 68
2025
Q2 		$1.9M Buy
24,524
+125
+0.5% +$9.52K 0.4% 80
2025
Q1 		$1.87M Buy
24,399
+937
+4% +$70.7K 0.43% 72
2024
Q4 		$1.75M Sell
23,462
-916
-4% -$69.6K 0.39% 74
2024
Q3 		$1.91M Buy
24,378
+1,670
+7% +$129K 0.42% 67
2024
Q2 		$1.7M Buy
22,708
+597
+3% +$44.4K 0.4% 68
2024
Q1 		$1.67M Buy
22,111
+26
+0.1% +$1.96K 0.41% 67
2023
Q4 		$1.69M Buy
22,085
+2,557
+13% +$187K 0.46% 61
2023
Q3 		$1.41M Buy
19,528
+3,804
+24% +$281K 0.42% 69
2023
Q2 		$1.18M Buy
15,724
+3,512
+29% +$267K 0.18% 85
2023
Q1 		$937K Buy
12,212
+589
+5% +$44.6K 0.28% 102
2022
Q4 		$864K Sell
11,623
-1,815
-14% -$134K 0.27% 112
2022
Q3 		$983K Sell
13,438
-377
-3% -$29.2K 0.34% 91
2022
Q2 		$1.07M Buy
13,815
+718
+5% +$56.3K 0.34% 85
2022
Q1 		$1.07M Sell
13,097
-1,298
-9% -$110K 0.3% 98
2021
Q4 		$1.26M Sell
14,395
-2,397
-14% -$213K 0.33% 89
2021
Q3 		$1.5M Buy
16,792
+192
+1% +$17.4K 0.44% 63
2021
Q2 		$1.49M Buy
16,600
+16
+0.1% +$1.43K 0.44% 67
2021
Q1 		$1.47M Sell
16,584
-1,464
-8% -$133K 0.47% 66
2020
Q4 		$1.68M Sell
18,048
-735
-4% -$68.5K 0.45% 53
2020
Q3 		$1.76M Buy
18,783
+3,875
+26% +$363K 0.69% 38
2020
Q2 		$1.39M Buy
14,908
+2,405
+19% +$220K 0.6% 47
2020
Q1 		$1.12M Buy
12,503
+1,649
+15% +$146K 0.58% 51
2019
Q4 		$947K Buy
10,854
+2,972
+38% +$260K 0.35% 87
2019
Q3 		$694K Buy
7,882
+1,062
+16% +$92.8K 0.28% 102
2019
Q2 		$590K Buy
6,820
+3,513
+106% +$297K 0.24% 111
2019
Q1 		$278K Buy
3,307
+1,644
+99% +$135K 0.12% 158
2018
Q4 		$135K Buy
1,663
+1,081
+186% +$86.6K 0.06% 204
2018
Q3 		$47K Sell
582
-90
-13% -$7.28K 0.02% 325
2018
Q2 		$54K Buy
672
+91
+16% +$7.35K 0.02% 313
2018
Q1 		$48K Hold
581
– – 0.02% 328
2017
Q4 		$49K Sell
581
-81
-12% -$6.83K 0.02% 337
2017
Q3 		$56K Hold
662
– – 0.02% 317
2017
Q2 		$56K Hold
662
– – 0.02% 311
2017
Q1 		$55K Buy
662
+130
+24% +$10.8K 0.02% 304
2016
Q4 		$44K Buy
532
+27
+5% +$2.29K 0.02% 319
2016
Q3 		$43.9K Buy
505
+205
+68% +$18K 0.02% 332
2016
Q2 		$26.4K Sell
300
-10
-3% -$865 0.01% 378
2016
Q1 		$26.7K Hold
310
– – 0.01% 377
2015
Q4 		$25.7K Buy
310
+270
+675% +$22.7K 0.01% 389
2015
Q3 		$3.39K Buy
+40
New +$3.37K ﹤0.01% 527

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 $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Patten Group's BIV Position: Q1 2026 in Review

Patten Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.6% in Q1 2026, selling an estimated $83.9K and leaving 29,078 shares worth $2.24M. The position accounts for 0.39% of the portfolio, ranked #75.

Patten Group first reported a position in BIV in Q3 2015 and has held it in 43 quarters since. The position peaked at $2.35M in Q4 2025. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Patten Group held 29,078 shares of Vanguard Intermediate-Term Bond ETF worth $2.24M as of Q1 2026.
  • Patten Group sold 1,078 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $83.9K.
  • Vanguard Intermediate-Term Bond ETF made up 0.39% of Patten Group's portfolio in Q1 2026, its #75 holding.
  • Patten Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2015 and has held it in 43 quarters since.
  • Patten Group's Vanguard Intermediate-Term Bond ETF position peaked at $2.35M in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.