Pathstone Holdings, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2011612
ENGLEWOOD, NJ
Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,045,464
+$664,903 QoQ
Shares Held
52,744
+20.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#94
of 252 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
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 | $4,045,464 | 52,744 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,380,561 | 43,801 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,241,755 | 41,625 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,041,605 | 38,950 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,830,257 | 36,595 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,097,405 | 27,392 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,968,986 | 26,348 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,258,623 | 28,820 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,976,571 | 26,393 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,974,650 | 26,189 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,276,658 | 29,807 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||