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

Apella 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 		$15.3M Sell
200,425
-1,877
-0.9% -$144K 0.22% 87
2026
Q1 		$15.7M Buy
202,302
+9,819
+5% +$764K 0.23% 87
2025
Q4 		$15M Buy
192,483
+184,320
+2,258% +$14.4M 0.3% 71
2025
Q3 		$643K Sell
8,163
-9,011
-52% -$698K 0.01% 297
2025
Q2 		$1.31M Buy
17,174
+222
+1% +$16.9K 0.04% 192
2025
Q1 		$1.29M Sell
16,952
-421
-2% -$31.8K 0.04% 167
2024
Q4 		$1.3M Sell
17,373
-1,082
-6% -$82.3K 0.05% 146
2024
Q3 		$1.44M Sell
18,455
-2,827
-13% -$218K 0.06% 125
2024
Q2 		$1.6M Buy
21,282
+221
+1% +$16.4K 0.07% 115
2024
Q1 		$1.57M Sell
21,061
-8,203
-28% -$618K 0.08% 108
2023
Q4 		$2.22M Sell
29,264
-27,916
-49% -$2.04M 0.12% 89
2023
Q3 		$4.13M Sell
57,180
-2,615
-4% -$193K 0.29% 60
2023
Q2 		$4.5M Buy
+59,795
New +$4.55M 0.32% 54
2022
Q4 		$4.55M Buy
61,196
+38,602
+171% +$2.86M 0.41% 51
2022
Q3 		$1.66M Sell
22,594
-912
-4% -$70.6K 0.19% 71
2022
Q2 		$1.82M Sell
23,506
-614
-3% -$48.1K 0.22% 68
2022
Q1 		$1.98M Buy
24,120
+3,496
+17% +$295K 0.28% 58
2021
Q4 		$1.81M Sell
20,624
-3,233
-14% -$287K 0.23% 64
2021
Q3 		$2.13M Buy
23,857
+2,867
+14% +$260K 0.31% 65
2021
Q2 		$1.89M Buy
+20,990
New +$1.87M 0.31% 65

Other funds holding BIV

TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital's BIV Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.93% in Q2 2026, selling an estimated $144K and leaving 200,425 shares worth $15.3M. The position accounts for 0.22% of the portfolio, ranked #87.

Apella Capital first reported a position in BIV in Q2 2021 and has held it in 20 quarters since. The position peaked at $15.7M in Q1 2026. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Apella Capital held 200,425 shares of Vanguard Intermediate-Term Bond ETF worth $15.3M as of Q2 2026.
  • Apella Capital sold 1,877 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $144K.
  • Vanguard Intermediate-Term Bond ETF made up 0.22% of Apella Capital's portfolio in Q2 2026, its #87 holding.
  • Apella Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Apella Capital's Vanguard Intermediate-Term Bond ETF position peaked at $15.7M in Q1 2026.
  • 508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.