Capital Insight Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Capital Insight Partners’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	-186,865	Closed	-$14.6M	–	15
2025 Q4	$14.6M	Sell	186,865 -6,849	-4%	-$536K	3.08%	7
2025 Q3	$15.1M	Sell	193,714 -2,731	-1%	-$211K	2.5%	9
2025 Q2	$15.2M	Sell	196,445 -15,112	-7%	-$1.15M	2.64%	6
2025 Q1	$16.2M	Buy	211,557 +800	+0.4%	+$60.4K	2.83%	6
2024 Q4	$15.7M	Buy	210,757 +3,200	+2%	+$243K	2.72%	6
2024 Q3	$16.3M	Sell	207,557 -43,074	-17%	-$3.32M	2.85%	5
2024 Q2	$18.8M	Sell	250,631 -39,454	-14%	-$2.93M	3.54%	4
2024 Q1	$21.9M	Buy	290,085 +10,482	+4%	+$790K	4.09%	4
2023 Q4	$21.4M	Buy	279,603 +4,039	+1%	+$296K	4.37%	4
2023 Q3	$19.9M	Buy	275,564 +7,810	+3%	+$578K	4.53%	4
2023 Q2	$20.1M	Buy	+267,754	New	+$20.4M	4.51%	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 Insight Partners's BIV Position: Q1 2026 in Review

Capital Insight Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 186,865 shares — an estimated $14.6M sold.

Capital Insight Partners first reported a position in BIV in Q2 2023 and held it in 11 quarters. The position peaked at $21.9M in Q1 2024. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Capital Insight Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Capital Insight Partners sold 186,865 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $14.6M.
Capital Insight Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and held it in 11 quarters.
Capital Insight Partners's Vanguard Intermediate-Term Bond ETF position peaked at $21.9M in Q1 2024.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.