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Capital A Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-60
Closed -$4.59K – 467
2025
Q1 		$4.59K Hold
60
– – ﹤0.01% 389
2024
Q4 		$4.48K Buy
+60
New +$4.56K 0.01% 393

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital A Wealth Management's BIV Position: Q2 2025 in Review

Capital A Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 60 shares — an estimated $4.59K sold.

Capital A Wealth Management first reported a position in BIV in Q4 2024 and held it in 2 quarters. The position peaked at $4.59K in Q1 2025. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • Capital A Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 60 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $4.59K.
  • Capital A Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $4.59K in Q1 2025.
  • 931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.