Capital Advisory Group Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-56,517	Closed	-$4.4M	–	29
2025 Q4	$4.4M	Buy	56,517 +439	+0.8%	+$34.3K	1.29%	19
2025 Q3	$4.38M	Buy	56,078 +4,103	+8%	+$318K	1.36%	15
2025 Q2	$4.02M	Buy	51,975 +935	+2%	+$71.2K	1.45%	14
2025 Q1	$3.91M	Buy	51,040 +1,060	+2%	+$80K	1.49%	12
2024 Q4	$3.74M	Buy	49,980 +9,051	+22%	+$688K	1.34%	15
2024 Q3	$3.21M	Buy	40,929 +4,534	+12%	+$350K	1.28%	19
2024 Q2	$2.73M	Buy	36,395 +23,072	+173%	+$1.71M	1.16%	23
2024 Q1	$1M	Buy	13,323 +5,767	+76%	+$435K	0.48%	56
2023 Q4	$577K	Sell	7,556 -167	-2%	-$12.2K	0.31%	73
2023 Q3	$558K	Buy	+7,723	New	+$571K	0.32%	78
2023 Q2	–	Sell	-7,520	Closed	-$577K	–	92
2023 Q1	$577K	Buy	7,520 +295	+4%	+$22.3K	0.35%	72
2022 Q4	$537K	Sell	7,225 -568	-7%	-$42.1K	0.36%	71
2022 Q3	$573K	Sell	7,793 -1,619	-17%	-$125K	0.4%	70
2022 Q2	$735K	Sell	9,412 -15,157	-62%	-$1.19M	0.44%	69
2022 Q1	$2.01M	Buy	24,569 +1,071	+5%	+$90.4K	0.93%	31
2021 Q4	$2.06M	Buy	23,498 +1,286	+6%	+$114K	0.89%	32
2021 Q3	$1.99M	Sell	22,212 -517	-2%	-$46.8K	0.72%	37
2021 Q2	$2.04M	Buy	22,729 +446	+2%	+$39.8K	0.74%	36
2021 Q1	$1.98M	Sell	22,283 -1,432	-6%	-$130K	0.77%	37
2020 Q4	$2.2M	Sell	23,715 -4,695	-17%	-$437K	0.92%	27
2020 Q3	$2.66M	Buy	28,410 +120	+0.4%	+$11.2K	1.38%	21
2020 Q2	$2.64M	Buy	+28,290	New	+$2.59M	1.47%	22

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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 $377B AUM 19.32% 1-Year Est. Return

Capital Advisory Group Advisory Services's BIV Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 56,517 shares — an estimated $4.4M sold.

Capital Advisory Group Advisory Services first reported a position in BIV in Q2 2020 and held it in 22 quarters. The position peaked at $4.4M in Q4 2025. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 56,517 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $4.4M.
Capital Advisory Group Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 22 quarters.
Capital Advisory Group Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $4.4M in Q4 2025.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.