Patton Albertson Miller Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Patton Albertson Miller 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 Q2	$8.98M	Buy	117,044 +499	+0.4%	+$38.3K	0.89%	33
2026 Q1	$8.99M	Buy	116,545 +7,162	+7%	+$558K	1.07%	29
2025 Q4	$8.52M	Buy	109,383 +16,178	+17%	+$1.27M	1%	31
2025 Q3	$7.28M	Buy	93,205 +8,101	+10%	+$627K	0.88%	32
2025 Q2	$6.58M	Buy	85,104 +2,984	+4%	+$227K	0.87%	33
2025 Q1	$6.29M	Buy	+82,120	New	+$6.2M	0.93%	36
2018 Q4	–	Sell	-1,645	Closed	-$132K	–	137
2018 Q3	$132K	Buy	+1,645	New	+$133K	0.07%	128
2018 Q2	–	Sell	-11,632	Closed	-$951K	–	119
2018 Q1	$951K	Sell	11,632 -6,260	-35%	-$514K	0.43%	70
2017 Q4	$1.5M	Buy	17,892 +4,580	+34%	+$386K	0.61%	52
2017 Q3	$1.13M	Hold	13,312	–	–	0.49%	70
2017 Q2	$1.13M	Hold	13,312	–	–	0.5%	68
2017 Q1	$1.11M	Sell	13,312 -800	-6%	-$66.6K	0.46%	74
2016 Q4	$1.17M	Sell	14,112 -250	-2%	-$21.2K	0.5%	64
2016 Q3	$1.26M	Sell	14,362 -185	-1%	-$16.2K	0.55%	56
2016 Q2	$1.28M	Buy	14,547 +54	+0.4%	+$4.67K	0.57%	54
2016 Q1	$1.25M	Buy	14,493 +8,363	+136%	+$709K	0.63%	58
2015 Q4	$509K	Hold	6,130	–	–	0.26%	92
2015 Q3	$520K	Sell	6,130 -730	-11%	-$61.4K	0.28%	88
2015 Q2	$575K	Sell	6,860 -2,965	-30%	-$252K	0.25%	91
2015 Q1	$847K	Sell	9,825 -3,205	-25%	-$275K	0.34%	88
2014 Q4	$1.1M	Buy	+13,030	New	+$1.11M	0.51%	73
2014 Q1	–	Sell	-3,225	Closed	-$263K	–	157
2013 Q4	$263K	Sell	3,225 -2,850	-47%	-$238K	0.15%	118
2013 Q3	$507K	Sell	6,075 -800	-12%	-$66.3K	0.3%	82
2013 Q2	$574K	Buy	+6,875	New	+$597K	0.35%	73

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

Patton Albertson Miller Group's BIV Position: Q2 2026 in Review

Patton Albertson Miller Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.43% in Q2 2026, buying an estimated $38.3K and bringing the position to 117,044 shares worth $8.98M. The position accounts for 0.89% of the portfolio, ranked #33.

Patton Albertson Miller Group first reported a position in BIV in Q2 2013 and has held it in 24 quarters since. The position peaked at $8.99M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Patton Albertson Miller Group held 117,044 shares of Vanguard Intermediate-Term Bond ETF worth $8.98M as of Q2 2026.
Patton Albertson Miller Group bought 499 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $38.3K.
Vanguard Intermediate-Term Bond ETF made up 0.89% of Patton Albertson Miller Group's portfolio in Q2 2026, its #33 holding.
Patton Albertson Miller Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 24 quarters since.
Patton Albertson Miller Group's Vanguard Intermediate-Term Bond ETF position peaked at $8.99M in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.