PAX Financial Group, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1803673
San Antonio, TX
Position in BIV
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$295,830
-$16,235 QoQ
Shares Held
3,833
-4.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $295,830 | 3,833 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $312,065 | 4,007 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,248,190 | 15,984 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,394,208 | 18,027 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,419,760 | 18,542 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,565,742 | 20,952 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,560,503 | 19,912 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,769,426 | 23,627 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,873,388 | 24,846 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,874,517 | 24,542 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,393,461 | 33,100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,395,624 | 31,844 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,527,508 | 32,936 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,437,027 | 32,791 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,144,660 | 29,187 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||