PCG Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

PCG Asset 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
2026 Q1	$5.87M	Buy	76,120 +5,635	+8%	+$439K	4.7%	3
2025 Q4	$5.56M	Buy	70,485 +2,495	+4%	+$195K	4.43%	3
2025 Q3	$5.31M	Buy	67,990 +2,245	+3%	+$174K	4.26%	3
2025 Q2	$5.08M	Buy	65,745 +183	+0.3%	+$13.9K	4.37%	3
2025 Q1	$5.02M	Buy	65,562 +2,322	+4%	+$175K	4.7%	3
2024 Q4	$4.73M	Buy	+63,240	New	+$4.81M	4.15%	5

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PCG Asset Management's BIV Position: Q1 2026 in Review

PCG Asset Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8% in Q1 2026, buying an estimated $439K and bringing the position to 76,120 shares worth $5.87M. The position accounts for 4.7% of the portfolio, ranked #3.

PCG Asset Management first reported a position in BIV in Q4 2024 and has held it in 6 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

PCG Asset Management held 76,120 shares of Vanguard Intermediate-Term Bond ETF worth $5.87M as of Q1 2026.
PCG Asset Management bought 5,635 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $439K.
Vanguard Intermediate-Term Bond ETF made up 4.7% of PCG Asset Management's portfolio in Q1 2026, its #3 holding.
PCG Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on PCG Asset Management's 13F filing for Q1 2026, filed 12 May 2026.