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

Capital Asset 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	$229K	Sell	2,981 -8,772	-75%	-$673K	0.51%	40
2026 Q1	$907K	Buy	11,753 +1,140	+11%	+$88.7K	1.02%	33
2025 Q4	$827K	Buy	+10,613	New	+$830K	0.92%	36

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 Asset Management's BIV Position: Q2 2026 in Review

Capital Asset Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 75% in Q2 2026, selling an estimated $673K and leaving 2,981 shares worth $229K. The position accounts for 0.51% of the portfolio, ranked #40.

Capital Asset Management first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $907K in Q1 2026. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Capital Asset Management held 2,981 shares of Vanguard Intermediate-Term Bond ETF worth $229K as of Q2 2026.
Capital Asset Management sold 8,772 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $673K.
Vanguard Intermediate-Term Bond ETF made up 0.51% of Capital Asset Management's portfolio in Q2 2026, its #40 holding.
Capital Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
Capital Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $907K in Q1 2026.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Capital Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.