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

Bay 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 		$7.99M Buy
104,171
+15,058
+17% +$1.16M 4.28% 7
2026
Q1 		$6.88M Buy
89,113
+20,871
+31% +$1.62M 4.24% 7
2025
Q4 		$5.31M Buy
68,242
+31,434
+85% +$2.46M 3.24% 7
2025
Q3 		$2.87M Buy
36,808
+14,249
+63% +$1.1M 1.87% 12
2025
Q2 		$1.74M Buy
22,559
+18,128
+409% +$1.38M 1.33% 14
2025
Q1 		$339K Buy
4,431
+938
+27% +$70.8K 0.28% 76
2024
Q4 		$261K Buy
+3,493
New +$266K 0.21% 93

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

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

Bay Capital Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 17% in Q2 2026, buying an estimated $1.16M and bringing the position to 104,171 shares worth $7.99M. The position accounts for 4.28% of the portfolio, ranked #7.

Bay Capital Advisors first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Bay Capital Advisors held 104,171 shares of Vanguard Intermediate-Term Bond ETF worth $7.99M as of Q2 2026.
  • Bay Capital Advisors bought 15,058 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.16M.
  • Vanguard Intermediate-Term Bond ETF made up 4.28% of Bay Capital Advisors's portfolio in Q2 2026, its #7 holding.
  • Bay Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.