PKS Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

PKS Advisory Services’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	$305K	Buy	3,951 +5	+0.1%	+$389	0.07%	201
2025 Q4	$307K	Sell	3,946 -101	-2%	-$7.9K	0.07%	193
2025 Q3	$316K	Buy	4,047 +44	+1%	+$3.41K	0.07%	187
2025 Q2	$310K	Buy	4,003 +3	+0.1%	+$228	0.08%	192
2025 Q1	$306K	Buy	4,000 +3	+0.1%	+$226	0.08%	181
2024 Q4	$299K	Buy	+3,997	New	+$304K	0.07%	188

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

PKS Advisory Services's BIV Position: Q1 2026 in Review

PKS Advisory Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.13% in Q1 2026, buying an estimated $389 and bringing the position to 3,951 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #201.

PKS Advisory Services first reported a position in BIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $316K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

PKS Advisory Services held 3,951 shares of Vanguard Intermediate-Term Bond ETF worth $305K as of Q1 2026.
PKS Advisory Services bought 5 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $389.
Vanguard Intermediate-Term Bond ETF made up 0.07% of PKS Advisory Services's portfolio in Q1 2026, its #201 holding.
PKS Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $316K in Q3 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.