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

Capital Group Private Client 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 Q2	$9.32M	Buy	121,487 +14,723	+14%	+$1.13M	0.13%	67
2026 Q1	$8.24M	Buy	106,764 +4,367	+4%	+$340K	0.14%	76
2025 Q4	$7.97M	Buy	102,397 +139	+0.1%	+$10.9K	0.13%	93
2025 Q3	$7.99M	Buy	102,258 +7,144	+8%	+$553K	0.13%	96
2025 Q2	$7.36M	Buy	+95,114	New	+$7.24M	0.06%	154
2023 Q2	–	Sell	-14,761	Closed	-$1.13M	–	236
2023 Q1	$1.13M	Buy	14,761 +33	+0.2%	+$2.5K	0.01%	197
2022 Q4	$1.09M	Buy	+14,728	New	+$1.09M	0.01%	193
2022 Q3	–	Sell	-10,879	Closed	-$845K	–	236
2022 Q2	$845K	Buy	10,879 +61	+0.6%	+$4.78K	0.01%	196
2022 Q1	$886K	Buy	10,818 +151	+1%	+$12.8K	0.01%	197
2021 Q4	$935K	Buy	10,667 +67	+0.6%	+$5.94K	0.01%	184
2021 Q3	$948K	Buy	+10,600	New	+$960K	0.01%	181

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 Group Private Client Services's BIV Position: Q2 2026 in Review

Capital Group Private Client Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 14% in Q2 2026, buying an estimated $1.13M and bringing the position to 121,487 shares worth $9.32M. The position accounts for 0.13% of the portfolio, ranked #67.

Capital Group Private Client Services first reported a position in BIV in Q3 2021 and has held it in 11 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Capital Group Private Client Services held 121,487 shares of Vanguard Intermediate-Term Bond ETF worth $9.32M as of Q2 2026.
Capital Group Private Client Services bought 14,723 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.13M.
Vanguard Intermediate-Term Bond ETF made up 0.13% of Capital Group Private Client Services's portfolio in Q2 2026, its #67 holding.
Capital Group Private Client Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2021 and has held it in 11 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.