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 Q3	$711K	Buy	9,761 +114	+1%	+$8.57K	0.19%	98
2026 Q2	$740K	Sell	9,647 -65	-0.7%	-$4.99K	0.19%	94
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Pinnacle Bancorp's BIV Position: Q3 2026 in Review

Pinnacle Bancorp increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.2% in Q3 2026, buying an estimated $8.57K and bringing the position to 9,761 shares worth $711K. The position accounts for 0.19% of the portfolio, ranked #98.

Pinnacle Bancorp first reported a position in BIV in Q1 2017 and has held it in 33 quarters since. The position peaked at $752K in Q4 2025. 271 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

Pinnacle Bancorp held 9,761 shares of Vanguard Intermediate-Term Bond ETF worth $711K as of Q3 2026.
Pinnacle Bancorp bought 114 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $8.57K.
Vanguard Intermediate-Term Bond ETF made up 0.19% of Pinnacle Bancorp's portfolio in Q3 2026, its #98 holding.
Pinnacle Bancorp first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and has held it in 33 quarters since.
Pinnacle Bancorp's Vanguard Intermediate-Term Bond ETF position peaked at $752K in Q4 2025.
271 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.