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

Atlas Capital Advisors’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 		$2.22K Sell
29
-27
-48% -$2.07K ﹤0.01% 962
2026
Q1 		$4.32K Buy
56
+30
+115% +$2.33K ﹤0.01% 842
2025
Q4 		$2.02K Buy
+26
New +$2.03K ﹤0.01% 847
2025
Q2 		$54.8K Hold
708
– – 0.01% 613
2025
Q1 		$54.2K Buy
708
+318
+82% +$24K 0.01% 624
2024
Q4 		$29.1K Sell
390
-1,233
-76% -$93.7K ﹤0.01% 677
2024
Q3 		$127K Sell
1,623
-22
-1% -$1.7K 0.02% 452
2024
Q2 		$123K Buy
1,645
+170
+12% +$12.6K 0.02% 468
2024
Q1 		$111K Buy
1,475
+913
+162% +$68.8K 0.02% 464
2023
Q4 		$42.9K Hold
562
– – 0.01% 611
2023
Q3 		$40.6K Sell
562
-80
-12% -$5.92K 0.01% 566
2023
Q2 		$48.3K Sell
642
-164
-20% -$12.5K 0.01% 576
2023
Q1 		$61.9K Sell
806
-195
-19% -$14.8K 0.01% 535
2022
Q4 		$74.4K Buy
1,001
+292
+41% +$21.6K 0.01% 485
2022
Q3 		$52.1K Sell
709
-713
-50% -$55.2K 0.01% 528
2022
Q2 		$110K Sell
1,422
-655
-32% -$51.4K 0.02% 448
2022
Q1 		$170K Sell
2,077
-479
-19% -$40.4K 0.03% 385
2021
Q4 		$224K Sell
2,556
-67
-3% -$5.94K 0.03% 339
2021
Q3 		$235K Buy
2,623
+344
+15% +$31.1K 0.04% 321
2021
Q2 		$205K Buy
2,279
+16
+0.7% +$1.43K 0.03% 354
2021
Q1 		$201K Buy
+2,263
New +$206K 0.04% 331
2020
Q3 		– Sell
-1,834
Closed -$171K – 343
2020
Q2 		$171K Buy
+1,834
New +$168K 0.04% 333
2019
Q4 		– Sell
-1,810
Closed -$159K – 630
2019
Q3 		$159K Buy
1,810
+381
+27% +$33.3K 0.05% 350
2019
Q2 		$124K Buy
1,429
+1,217
+574% +$103K 0.04% 374
2019
Q1 		$17.8K Buy
+212
New +$17.5K 0.01% 495
2018
Q2 		– Sell
-741
Closed -$60.6K – 511
2018
Q1 		$60.6K Buy
+741
New +$60.8K 0.02% 405

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

Atlas Capital Advisors's BIV Position: Q2 2026 in Review

Atlas Capital Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 48% in Q2 2026, selling an estimated $2.07K and leaving 29 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Atlas Capital Advisors first reported a position in BIV in Q1 2018 and has held it in 26 quarters since. The position peaked at $235K in Q3 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Atlas Capital Advisors held 29 shares of Vanguard Intermediate-Term Bond ETF worth $2.22K as of Q2 2026.
  • Atlas Capital Advisors sold 27 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.07K.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #962 holding.
  • Atlas Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and has held it in 26 quarters since.
  • Atlas Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $235K in Q3 2021.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.