Petix & Botte Co

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1803255 LA MESA, CA

Position in BIV

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$480,368

-$3,734 QoQ

Shares Held

6,224

+0.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$240,184	3,112	-49.9%	Shares	Sole	2026-04-30
2026-03-31	$240,184	3,112	—	Principal	Sole	2026-04-30
2025-12-31	$484,102	6,216	+0.3%	Shares	Sole	2026-02-05
2025-09-30	$484,079	6,199	+0.2%	Shares	Sole	2025-11-21
2025-06-30	$478,502	6,187	-2.0%	Shares	Sole	2025-08-08
2025-03-31	$483,539	6,315	-21.8%	Shares	Sole	2025-05-13
2024-12-31	$603,220	8,072	+0.9%	Shares	Sole	2025-01-21
2024-09-30	$626,803	7,998	-3.5%	Shares	Sole	2024-10-18
2024-06-30	$620,463	8,285	+52.6%	Shares	Sole	2024-08-13
2024-03-31	$409,271	5,428	-54.1%	Shares	Sole	2024-05-06
2023-12-31	$903,117	11,824	-2.8%	Shares	Sole	2024-02-06
2023-09-30	$879,361	12,161	+0.4%	Shares	Sole	2023-11-15
2023-06-30	$911,561	12,117	+58.3%	Shares	Sole	2023-08-14
2023-03-31	$587,444	7,655	+7.0%	Shares	Sole	2023-05-15
2022-09-30	$525,528	7,152	+0.4%	Shares	Sole	2022-10-14
2022-06-30	$553,411	7,127	-51.1%	Shares	Sole	2022-08-04
2022-03-31	$1,193,283	14,570	+100.1%	Shares	Sole	2022-04-26
2021-12-31	$637,961	7,281	-64.7%	Shares	Sole	2022-02-11
2021-09-30	$1,846,757	20,648	+71.2%	Shares	Sole	2021-11-12
2021-06-30	$1,085,007	12,061	+0.2%	Shares	Sole	2021-07-29
2021-03-31	$1,067,599	12,032	-3.0%	Shares	Sole	2021-05-24
2020-12-31	$1,151,154	12,398	-9.3%	Shares	Sole	2021-01-29
2020-09-30	$1,278,339	13,675	-52.0%	Shares	Sole	2020-10-30
2020-06-30	$2,653,026	28,469	+89.1%	Shares	Sole	2020-08-07
2020-03-31	$1,345,131	15,058	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.