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

Capital Advisors 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
2026
Q3 		$464K Sell
6,362
-37
-0.6% -$2.78K 0.05% 150
2026
Q2 		$491K Buy
6,399
+409
+7% +$31.4K 0.06% 143
2026
Q1 		$462K Buy
5,990
+34
+0.6% +$2.65K 0.06% 137
2025
Q4 		$464K Buy
5,956
+1,260
+27% +$98.5K 0.06% 133
2025
Q3 		$367K Buy
4,696
+714
+18% +$55.3K 0.05% 146
2025
Q2 		$308K Buy
3,982
+40
+1% +$3.05K 0.05% 150
2025
Q1 		$302K Buy
3,942
+15
+0.4% +$1.13K 0.05% 138
2024
Q4 		$293K Buy
3,927
+644
+20% +$49K 0.05% 135
2024
Q3 		$257K Sell
3,283
-676
-17% -$52.1K 0.05% 141
2024
Q2 		$296K Buy
3,959
+37
+0.9% +$2.75K 0.06% 122
2024
Q1 		$296K Buy
+3,922
New +$296K 0.06% 116

Other funds holding BIV

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Capital Advisors Wealth Management's BIV Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.58% in Q3 2026, selling an estimated $2.78K and leaving 6,362 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #150.

Capital Advisors Wealth Management first reported a position in BIV in Q1 2024 and has held it in 11 quarters since. The position peaked at $491K in Q2 2026. 96 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Capital Advisors Wealth Management held 6,362 shares of Vanguard Intermediate-Term Bond ETF worth $464K as of Q3 2026.
  • Capital Advisors Wealth Management sold 37 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $2.78K.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #150 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • Capital Advisors Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $491K in Q2 2026.
  • 96 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

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