CCA
BIV icon

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

Cadent 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
Q3 		$606K Sell
8,321
-1,267
-13% -$95.3K 0.13% 106
2026
Q2 		$735K Buy
9,588
+87
+0.9% +$6.68K 0.15% 109
2026
Q1 		$733K Sell
9,501
-501
-5% -$39K 0.19% 87
2025
Q4 		$779K Sell
10,002
-2,077
-17% -$162K 0.2% 82
2025
Q3 		$943K Sell
12,079
-2,023
-14% -$157K 0.25% 85
2025
Q2 		$1.09M Buy
14,102
+235
+2% +$17.9K 0.35% 66
2025
Q1 		$1.06M Sell
13,867
-763
-5% -$57.6K 0.38% 50
2024
Q4 		$1.09M Sell
14,630
-1,335
-8% -$102K 0.38% 54
2024
Q3 		$1.25M Buy
15,965
+116
+0.7% +$8.94K 0.38% 51
2024
Q2 		$1.19M Buy
15,849
+236
+2% +$17.5K 0.47% 41
2024
Q1 		$1.18M Sell
15,613
-380
-2% -$28.6K 0.47% 38
2023
Q4 		$1.22M Buy
15,993
+140
+0.9% +$10.3K 0.6% 39
2023
Q3 		$1.15M Sell
15,853
-818
-5% -$60.5K 0.48% 44
2023
Q2 		$1.25M Buy
16,671
+87
+0.5% +$6.63K 0.75% 34
2023
Q1 		$1.27M Sell
16,584
-746
-4% -$56.5K 0.58% 36
2022
Q4 		$1.29M Sell
17,330
-3,295
-16% -$244K 0.63% 37
2022
Q3 		$1.52M Sell
20,625
-368
-2% -$28.5K 0.85% 32
2022
Q2 		$1.63M Sell
20,993
-3,586
-15% -$281K 0.92% 33
2022
Q1 		$2.01M Sell
24,579
-22,734
-48% -$1.92M 0.92% 34
2021
Q4 		$4.15M Buy
47,313
+25,858
+121% +$2.29M 1.83% 22
2021
Q3 		$1.92M Sell
21,455
-18,522
-46% -$1.68M 0.85% 34
2021
Q2 		$3.6M Sell
39,977
-3,187
-7% -$285K 1.5% 25
2021
Q1 		$3.83M Sell
43,164
-13,657
-24% -$1.24M 1.7% 24
2020
Q4 		$5.28M Buy
+56,821
New +$5.29M 2.6% 11

Other funds holding BIV

AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

Cadent Capital Advisors's BIV Position: Q3 2026 in Review

Cadent Capital Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 13% in Q3 2026, selling an estimated $95.3K and leaving 8,321 shares worth $606K. The position accounts for 0.13% of the portfolio, ranked #106.

Cadent Capital Advisors first reported a position in BIV in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.28M in Q4 2020. 103 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Cadent Capital Advisors held 8,321 shares of Vanguard Intermediate-Term Bond ETF worth $606K as of Q3 2026.
  • Cadent Capital Advisors sold 1,267 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $95.3K.
  • Vanguard Intermediate-Term Bond ETF made up 0.13% of Cadent Capital Advisors's portfolio in Q3 2026, its #106 holding.
  • Cadent Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Cadent Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $5.28M in Q4 2020.
  • 103 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.