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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Advisors Wealth Management's BIV Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.8% in Q2 2026, buying an estimated $31.4K and bringing the position to 6,399 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #143.

Capital Advisors Wealth Management first reported a position in BIV in Q1 2024 and has held it in 10 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Capital Advisors Wealth Management held 6,399 shares of Vanguard Intermediate-Term Bond ETF worth $491K as of Q2 2026.
Capital Advisors Wealth Management bought 409 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $31.4K.
Vanguard Intermediate-Term Bond ETF made up 0.06% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #143 holding.
Capital Advisors Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.