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

Capital Advisors Ltd’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 		$2.23M Sell
29,107
-383
-1% -$29.4K 0.23% 73
2026
Q1 		$2.28M Buy
29,490
+3,041
+11% +$237K 0.26% 66
2025
Q4 		$2.06M Buy
26,449
+200
+0.8% +$15.6K 0.23% 67
2025
Q3 		$2.05M Buy
26,249
+831
+3% +$64.3K 0.23% 64
2025
Q2 		$1.97M Buy
25,418
+365
+1% +$27.8K 0.24% 61
2025
Q1 		$1.92M Buy
25,053
+3,028
+14% +$228K 0.25% 64
2024
Q4 		$1.65M Buy
22,025
+840
+4% +$63.9K 0.21% 69
2024
Q3 		$1.66M Buy
21,185
+1,315
+7% +$101K 0.21% 70
2024
Q2 		$1.49M Sell
19,870
-581
-3% -$43.2K 0.19% 72
2024
Q1 		$1.54M Sell
20,451
-3,744
-15% -$282K 0.2% 70
2023
Q4 		$1.85M Buy
24,195
+6,298
+35% +$461K 0.26% 60
2023
Q3 		$1.29M Buy
17,897
+341
+2% +$25.2K 0.2% 72
2023
Q2 		$1.32M Hold
17,556
– – 0.2% 73
2023
Q1 		$1.35M Sell
17,556
-9,925
-36% -$752K 0.22% 67
2022
Q4 		$2.04M Buy
27,481
+27,057
+6,381% +$2M 0.35% 49
2022
Q3 		$31K Hold
424
– – 0.01% 408
2022
Q2 		$33K Hold
424
– – 0.01% 391
2022
Q1 		$35K Sell
424
-550
-56% -$46.4K 0.01% 395
2021
Q4 		$85K Buy
+974
New +$86.4K 0.01% 313
2014
Q1 		– Sell
-659
Closed -$54K – 333
2013
Q4 		$54K Buy
+659
New +$55K 0.04% 142

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

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

Capital Advisors Ltd reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.3% in Q2 2026, selling an estimated $29.4K and leaving 29,107 shares worth $2.23M. The position accounts for 0.23% of the portfolio, ranked #73.

Capital Advisors Ltd first reported a position in BIV in Q4 2013 and has held it in 20 quarters since. The position peaked at $2.28M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Capital Advisors Ltd held 29,107 shares of Vanguard Intermediate-Term Bond ETF worth $2.23M as of Q2 2026.
  • Capital Advisors Ltd sold 383 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $29.4K.
  • Vanguard Intermediate-Term Bond ETF made up 0.23% of Capital Advisors Ltd's portfolio in Q2 2026, its #73 holding.
  • Capital Advisors Ltd first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2013 and has held it in 20 quarters since.
  • Capital Advisors Ltd's Vanguard Intermediate-Term Bond ETF position peaked at $2.28M in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.