PANORAMIC INVESTMENT ADVISORS, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1967332
DENVER, CO
Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$371,995
-$2,328 QoQ
Shares Held
4,850
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#178
of 252 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,995 | 4,850 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $374,323 | 4,850 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $319,308 | 4,100 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $320,169 | 4,100 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $317,094 | 4,100 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $313,937 | 4,100 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $306,393 | 4,100 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $321,317 | 4,100 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $335,530 | 4,450 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $248,235 | 3,250 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $235,007 | 3,250 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||