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Pinnacle Bancorp’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Pinnacle Bancorp’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 		$750K Buy
9,712
+51
+0.5% +$3.97K 0.22% 84
2025
Q4 		$752K Buy
9,661
+2,693
+39% +$211K 0.22% 82
2025
Q3 		$544K Buy
6,968
+82
+1% +$6.35K 0.16% 114
2025
Q2 		$533K Buy
6,886
+173
+3% +$13.2K 0.16% 116
2025
Q1 		$514K Buy
6,713
+4,291
+177% +$324K 0.17% 113
2024
Q4 		$181K Buy
2,422
+405
+20% +$30.8K 0.06% 230
2024
Q3 		$158K Buy
2,017
+72
+4% +$5.55K 0.04% 243
2024
Q2 		$146K Buy
1,945
+25
+1% +$1.86K 0.04% 238
2024
Q1 		$145K Sell
1,920
-141
-7% -$10.6K 0.04% 240
2023
Q4 		$157K Sell
2,061
-5
-0.2% -$366 0.05% 215
2023
Q3 		$149K Sell
2,066
-299
-13% -$22.1K 0.05% 208
2023
Q2 		$178K Buy
2,365
+585
+33% +$44.6K 0.06% 201
2023
Q1 		$137K Hold
1,780
– – 0.05% 218
2022
Q4 		$132K Buy
1,780
+681
+62% +$50.5K 0.05% 219
2022
Q3 		$81K Hold
1,099
– – 0.04% 257
2022
Q2 		$85K Hold
1,099
– – 0.04% 253
2022
Q1 		$90K Hold
1,099
– – 0.03% 255
2021
Q4 		$96K Buy
1,099
+31
+3% +$2.75K 0.03% 257
2021
Q3 		$96K Hold
1,068
– – 0.04% 241
2021
Q2 		$96K Buy
1,068
+40
+4% +$3.57K 0.04% 247
2021
Q1 		$91K Buy
1,028
+33
+3% +$3K 0.04% 243
2020
Q4 		$92K Buy
995
+54
+6% +$5.03K 0.06% 241
2020
Q3 		$88K Hold
941
– – 0.06% 226
2020
Q2 		$88K Hold
941
– – 0.07% 216
2020
Q1 		$84K Buy
941
+208
+28% +$18.5K 0.07% 201
2019
Q4 		$64K Sell
733
-7
-0.9% -$613 0.04% 260
2019
Q3 		$65K Hold
740
– – 0.04% 261
2019
Q2 		$64K Hold
740
– – 0.04% 262
2019
Q1 		$62K Hold
740
– – 0.04% 264
2018
Q4 		$60K Buy
+740
New +$59.3K 0.04% 260
2017
Q1 		$32K Buy
+391
New +$32.6K 0.02% 349

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

Pinnacle Bancorp's BIV Position: Q1 2026 in Review

Pinnacle Bancorp increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.53% in Q1 2026, buying an estimated $3.97K and bringing the position to 9,712 shares worth $750K. The position accounts for 0.22% of the portfolio, ranked #84.

Pinnacle Bancorp first reported a position in BIV in Q1 2017 and has held it in 31 quarters since. The position peaked at $752K in Q4 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Pinnacle Bancorp held 9,712 shares of Vanguard Intermediate-Term Bond ETF worth $750K as of Q1 2026.
  • Pinnacle Bancorp bought 51 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $3.97K.
  • Vanguard Intermediate-Term Bond ETF made up 0.22% of Pinnacle Bancorp's portfolio in Q1 2026, its #84 holding.
  • Pinnacle Bancorp first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and has held it in 31 quarters since.
  • Pinnacle Bancorp's Vanguard Intermediate-Term Bond ETF position peaked at $752K in Q4 2025.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.