PWM
BIV icon

PBMares Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

PBMares Wealth Management’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
2025
Q3 		$683K Hold
8,746
– – 0.11% 94
2025
Q2 		$676K Sell
8,746
-2,419
-22% -$184K 0.12% 90
2025
Q1 		$855K Sell
11,165
-42
-0.4% -$3.17K 0.17% 75
2024
Q4 		$837K Buy
11,207
+462
+4% +$35.1K 0.17% 79
2024
Q3 		$842K Buy
10,745
+54
+0.5% +$4.16K 0.18% 78
2024
Q2 		$801K Sell
10,691
-11
-0.1% -$817 0.2% 80
2024
Q1 		$807K Sell
10,702
-53
-0.5% -$4K 0.21% 79
2023
Q4 		$821K Sell
10,755
-402
-4% -$29.4K 0.25% 67
2023
Q3 		$807K Hold
11,157
– – 0.29% 63
2023
Q2 		$839K Sell
11,157
-238
-2% -$18.1K 0.3% 62
2023
Q1 		$874K Sell
11,395
-349
-3% -$26.4K 0.33% 61
2022
Q4 		$873K Hold
11,744
– – 0.35% 54
2022
Q3 		$863K Buy
11,744
+1,551
+15% +$120K 0.38% 51
2022
Q2 		$791K Sell
10,193
-3,940
-28% -$309K 0.34% 55
2022
Q1 		$1.16M Buy
14,133
+331
+2% +$27.9K 0.71% 35
2021
Q4 		$1.21M Sell
13,802
-96
-0.7% -$8.52K 0.51% 38
2021
Q3 		$1.24M Hold
13,898
– – 0.59% 30
2021
Q2 		$1.25M Sell
13,898
-40
-0.3% -$3.57K 0.68% 30
2021
Q1 		$1.24M Hold
13,938
– – 1.01% 26
2020
Q4 		$1.29M Sell
13,938
-795
-5% -$74K 1.49% 13
2020
Q3 		$1.38M Sell
14,733
-3,865
-21% -$362K 2.02% 9
2020
Q2 		$1.73M Sell
18,598
-12
-0.1% -$1.1K 2.61% 4
2020
Q1 		$1.66M Buy
18,610
+2,591
+16% +$230K 2.62% 5
2019
Q4 		$1.4M Buy
+16,019
New +$1.4M 1.66% 12

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PBMares Wealth Management's BIV Position: Q3 2025 in Review

PBMares Wealth Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2025 at 8,746 shares worth $683K. The position accounts for 0.11% of the portfolio, ranked #94.

PBMares Wealth Management first reported a position in BIV in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.73M in Q2 2020. 925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • PBMares Wealth Management held 8,746 shares of Vanguard Intermediate-Term Bond ETF worth $683K as of Q3 2025.
  • PBMares Wealth Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2025.
  • Vanguard Intermediate-Term Bond ETF made up 0.11% of PBMares Wealth Management's portfolio in Q3 2025, its #94 holding.
  • PBMares Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.73M in Q2 2020.
  • 925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.