AlphaCore Capital
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
Q3 		$42.3K Buy
581
+211
+57% +$15.9K ﹤0.01% 1514
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

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

AlphaCore Capital's BIV Position: Q3 2026 in Review

AlphaCore Capital increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 57% in Q3 2026, buying an estimated $15.9K and bringing the position to 581 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

AlphaCore Capital first reported a position in BIV in Q2 2025 and has held it in 6 quarters since. The position peaked at $102K in Q1 2026. 658 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • AlphaCore Capital held 581 shares of Vanguard Intermediate-Term Bond ETF worth $42.3K as of Q3 2026.
  • AlphaCore Capital bought 211 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $15.9K.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1514 holding.
  • AlphaCore Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • AlphaCore Capital's Vanguard Intermediate-Term Bond ETF position peaked at $102K in Q1 2026.
  • 658 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.