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

PAX Financial 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 		$296K Sell
3,833
-174
-4% -$13.5K 0.05% 164
2025
Q4 		$312K Sell
4,007
-11,977
-75% -$937K 0.05% 172
2025
Q3 		$1.25M Sell
15,984
-2,043
-11% -$158K 0.22% 75
2025
Q2 		$1.39M Sell
18,027
-515
-3% -$39.2K 0.27% 71
2025
Q1 		$1.42M Sell
18,542
-2,410
-12% -$182K 0.25% 79
2024
Q4 		$1.57M Buy
20,952
+1,040
+5% +$79.1K 0.28% 69
2024
Q3 		$1.56M Sell
19,912
-3,715
-16% -$286K 0.28% 66
2024
Q2 		$1.77M Sell
23,627
-1,219
-5% -$90.6K 0.35% 61
2024
Q1 		$1.87M Buy
24,846
+304
+1% +$22.9K 0.38% 57
2023
Q4 		$1.85M Sell
24,542
-8,558
-26% -$627K 0.38% 54
2023
Q3 		$2.39M Buy
33,100
+1,256
+4% +$92.9K 0.55% 44
2023
Q2 		$2.4M Sell
31,844
-1,092
-3% -$83.2K 0.54% 38
2023
Q1 		$2.53M Buy
32,936
+145
+0.4% +$11K 0.61% 36
2022
Q4 		$2.44M Buy
32,791
+3,604
+12% +$267K 0.62% 38
2022
Q3 		$2.15M Buy
+29,187
New +$2.26M 0.55% 41

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 $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAX Financial Group's BIV Position: Q1 2026 in Review

PAX Financial Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.3% in Q1 2026, selling an estimated $13.5K and leaving 3,833 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #164.

PAX Financial Group first reported a position in BIV in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.53M in Q1 2023. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • PAX Financial Group held 3,833 shares of Vanguard Intermediate-Term Bond ETF worth $296K as of Q1 2026.
  • PAX Financial Group sold 174 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $13.5K.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of PAX Financial Group's portfolio in Q1 2026, its #164 holding.
  • PAX Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • PAX Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $2.53M in Q1 2023.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.