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AlphaCore Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

AlphaCore Capital’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 		$102K Buy
1,319
+77
+6% +$5.99K ﹤0.01% 924
2025
Q4 		$96.7K Buy
1,242
+1
+0.1% +$78 ﹤0.01% 1093
2025
Q3 		$96.9K Buy
1,241
+1,132
+1,039% +$87.6K ﹤0.01% 806
2025
Q2 		$8.43K Buy
+109
New +$8.3K ﹤0.01% 967

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AlphaCore Capital's BIV Position: Q1 2026 in Review

AlphaCore Capital increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.2% in Q1 2026, buying an estimated $5.99K and bringing the position to 1,319 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

AlphaCore Capital first reported a position in BIV in Q2 2025 and has held it in 4 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • AlphaCore Capital held 1,319 shares of Vanguard Intermediate-Term Bond ETF worth $102K as of Q1 2026.
  • AlphaCore Capital bought 77 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $5.99K.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #924 holding.
  • AlphaCore Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.