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Petix & Botte Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Petix & Botte Financial’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 		$480K Sell
3,112
-3,104
-50% -$242K 0.11% 88
2025
Q4 		$484K Buy
6,216
+17
+0.3% +$1.33K 0.11% 84
2025
Q3 		$484K Buy
6,199
+12
+0.2% +$929 0.11% 87
2025
Q2 		$478K Sell
6,187
-128
-2% -$9.75K 0.12% 86
2025
Q1 		$484K Sell
6,315
-1,757
-22% -$133K 0.13% 83
2024
Q4 		$603K Buy
8,072
+74
+0.9% +$5.63K 0.16% 77
2024
Q3 		$627K Sell
7,998
-287
-3% -$22.1K 0.17% 65
2024
Q2 		$621K Buy
8,285
+2,857
+53% +$212K 0.18% 64
2024
Q1 		$409K Sell
5,428
-6,396
-54% -$482K 0.1% 100
2023
Q4 		$903K Sell
11,824
-337
-3% -$24.7K 0.27% 48
2023
Q3 		$879K Buy
12,161
+44
+0.4% +$3.25K 0.28% 47
2023
Q2 		$912K Buy
12,117
+4,462
+58% +$340K 0.28% 47
2023
Q1 		$587K Buy
+7,655
New +$580K 0.4% 43
2022
Q3 		$526K Buy
7,152
+25
+0.4% +$1.93K 0.4% 42
2022
Q2 		$553K Sell
7,127
-7,443
-51% -$584K 0.41% 41
2022
Q1 		$1.19M Buy
14,570
+7,289
+100% +$615K 0.37% 41
2021
Q4 		$638K Sell
7,281
-13,367
-65% -$1.19M 0.41% 41
2021
Q3 		$1.85M Buy
20,648
+8,587
+71% +$778K 0.63% 32
2021
Q2 		$1.08M Buy
12,061
+29
+0.2% +$2.59K 0.76% 32
2021
Q1 		$1.07M Sell
12,032
-366
-3% -$33.2K 0.79% 30
2020
Q4 		$1.15M Sell
12,398
-1,277
-9% -$119K 0.86% 28
2020
Q3 		$1.28M Sell
13,675
-14,794
-52% -$1.39M 1.02% 26
2020
Q2 		$1.33M Buy
28,469
+13,411
+89% +$1.23M 1.09% 24
2020
Q1 		$1.34M Sell
15,058
-2,240
-13% -$199K 1.31% 24
2019
Q4 		$1.51M Buy
+17,298
New +$1.51M 1.19% 22

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

Petix & Botte Financial's BIV Position: Q1 2026 in Review

Petix & Botte Financial reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 50% in Q1 2026, selling an estimated $242K and leaving 3,112 shares worth $480K. The position accounts for 0.11% of the portfolio, ranked #88.

Petix & Botte Financial first reported a position in BIV in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.85M in Q3 2021. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Petix & Botte Financial held 3,112 shares of Vanguard Intermediate-Term Bond ETF worth $480K as of Q1 2026.
  • Petix & Botte Financial sold 3,104 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $242K.
  • Vanguard Intermediate-Term Bond ETF made up 0.11% of Petix & Botte Financial's portfolio in Q1 2026, its #88 holding.
  • Petix & Botte Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Petix & Botte Financial's Vanguard Intermediate-Term Bond ETF position peaked at $1.85M in Q3 2021.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.