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

Capital Asset 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	$412K	Sell	5,312 -4	-0.1%	-$311	0.02%	208
2025 Q4	$415K	Hold	5,316	–	–	0.02%	190
2025 Q3	$415K	Buy	5,316 +969	+22%	+$75K	0.02%	191
2025 Q2	$335K	Hold	4,347	–	–	0.02%	216
2025 Q1	$333K	Sell	4,347 -1,220	-22%	-$92K	0.02%	210
2024 Q4	$416K	Hold	5,567	–	–	0.02%	206
2024 Q3	$429K	Hold	5,567	–	–	0.02%	199
2024 Q2	$419K	Buy	+5,567	New	+$414K	0.02%	202
2022 Q3	–	Sell	-132	Closed	-$10K	–	468
2022 Q2	$10K	Sell	132 -353	-73%	-$27.7K	﹤0.01%	475
2022 Q1	$40K	Sell	485 -142	-23%	-$12K	﹤0.01%	438
2021 Q4	$55K	Sell	627 -1,301	-67%	-$115K	0.01%	450
2021 Q3	$172K	Buy	1,928 +22	+1%	+$1.99K	0.02%	428
2021 Q2	$171K	Sell	1,906 -315	-14%	-$28.1K	0.02%	446
2021 Q1	$197K	Sell	2,221 -429	-16%	-$39K	0.03%	417
2020 Q4	$246K	Sell	2,650 -1,842	-41%	-$172K	0.04%	306
2020 Q3	$420K	Buy	4,492 +596	+15%	+$55.8K	0.09%	193
2020 Q2	$365K	Buy	3,896 +334	+9%	+$30.6K	0.08%	223
2020 Q1	$325K	Sell	3,562 -542	-13%	-$48.1K	0.09%	206
2019 Q4	$365K	Buy	+4,104	New	+$359K	0.09%	229
2018 Q4	–	Sell	-8,442	Closed	-$679K	–	101
2018 Q3	$679K	Sell	8,442 -363	-4%	-$29.4K	0.57%	41
2018 Q2	$713K	Buy	8,805 +1,383	+19%	+$112K	0.64%	36
2018 Q1	$607K	Buy	7,422 +569	+8%	+$46.7K	0.56%	44
2017 Q4	$574K	Sell	6,853 -1,958	-22%	-$165K	0.52%	52
2017 Q3	$746K	Sell	8,811 -46,699	-84%	-$3.97M	0.68%	36
2017 Q2	$4.7M	Sell	55,510 -16,510	-23%	-$1.4M	3.02%	6
2017 Q1	$6.02M	Buy	72,020 +14,754	+26%	+$1.23M	4.35%	5
2016 Q4	$4.76M	Buy	+57,266	New	+$4.86M	4.04%	4

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 $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Capital Asset Advisory Services reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.08% in Q1 2026, selling an estimated $311 and leaving 5,312 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #208.

Capital Asset Advisory Services first reported a position in BIV in Q4 2016 and has held it in 27 quarters since. The position peaked at $6.02M in Q1 2017. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Capital Asset Advisory Services held 5,312 shares of Vanguard Intermediate-Term Bond ETF worth $412K as of Q1 2026.
Capital Asset Advisory Services sold 4 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $311.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Capital Asset Advisory Services's portfolio in Q1 2026, its #208 holding.
Capital Asset Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and has held it in 27 quarters since.
Capital Asset Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $6.02M in Q1 2017.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.