AC
BIV icon

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
Q2 		$28.4K Sell
370
-949
-72% -$72.9K ﹤0.01% 1336
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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AlphaCore Capital's BIV Position: Q2 2026 in Review

AlphaCore Capital reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 72% in Q2 2026, selling an estimated $72.9K and leaving 370 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

AlphaCore Capital first reported a position in BIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $102K in Q1 2026. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • AlphaCore Capital held 370 shares of Vanguard Intermediate-Term Bond ETF worth $28.4K as of Q2 2026.
  • AlphaCore Capital sold 949 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $72.9K.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1336 holding.
  • AlphaCore Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • AlphaCore Capital's Vanguard Intermediate-Term Bond ETF position peaked at $102K in Q1 2026.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.