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Capital Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Capital Investment Advisors’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 		$3.18M Sell
41,168
-17
-0% -$1.32K 0.05% 177
2025
Q4 		$3.21M Buy
41,185
+31,773
+338% +$2.48M 0.05% 182
2025
Q3 		$735K Sell
9,412
-1,993
-17% -$154K 0.01% 398
2025
Q2 		$882K Buy
11,405
+1,039
+10% +$79.1K 0.02% 342
2025
Q1 		$794K Buy
10,366
+1,474
+17% +$111K 0.02% 352
2024
Q4 		$665K Sell
8,892
-359
-4% -$27.3K 0.01% 373
2024
Q3 		$725K Sell
9,251
-2,616
-22% -$202K 0.01% 349
2024
Q2 		$889K Sell
11,867
-1,816
-13% -$135K 0.02% 302
2024
Q1 		$1.03M Sell
13,683
-214
-2% -$16.1K 0.02% 285
2023
Q4 		$1.06M Sell
13,897
-1,832
-12% -$134K 0.03% 269
2023
Q3 		$1.14M Sell
15,729
-1,844
-10% -$136K 0.03% 240
2023
Q2 		$1.32M Sell
17,573
-374
-2% -$28.5K 0.04% 205
2023
Q1 		$1.38M Sell
17,947
-3,478
-16% -$263K 0.04% 207
2022
Q4 		$1.59M Buy
21,425
+1,111
+5% +$82.3K 0.05% 196
2022
Q3 		$1.49M Buy
20,314
+300
+1% +$23.2K 0.05% 200
2022
Q2 		$1.55M Sell
20,014
-415
-2% -$32.5K 0.05% 204
2022
Q1 		$1.67M Buy
20,429
+112
+0.6% +$9.46K 0.05% 212
2021
Q4 		$1.78M Buy
20,317
+111
+0.5% +$9.85K 0.05% 207
2021
Q3 		$1.81M Buy
20,206
+271
+1% +$24.5K 0.06% 201
2021
Q2 		$1.79M Buy
19,935
+1,774
+10% +$158K 0.06% 196
2021
Q1 		$1.61M Buy
18,161
+187
+1% +$17K 0.06% 194
2020
Q4 		$1.67M Buy
17,974
+1,121
+7% +$104K 0.07% 182
2020
Q3 		$1.57M Sell
16,853
-130
-0.8% -$12.2K 0.08% 169
2020
Q2 		$1.58M Sell
16,983
-700
-4% -$64.1K 0.08% 160
2020
Q1 		$1.58M Sell
17,683
-10,675
-38% -$947K 0.1% 146
2019
Q4 		$2.47M Buy
28,358
+3,615
+15% +$317K 0.12% 137
2019
Q3 		$2.18M Buy
24,743
+667
+3% +$58.3K 0.11% 147
2019
Q2 		$2.08M Sell
24,076
-138
-0.6% -$11.7K 0.11% 147
2019
Q1 		$2.03M Sell
24,214
-62
-0.3% -$5.1K 0.12% 144
2018
Q4 		$1.97M Sell
24,276
-624
-3% -$50K 0.13% 133
2018
Q3 		$2M Sell
24,900
-7,876
-24% -$637K 0.12% 137
2018
Q2 		$2.65M Sell
32,776
-3,017
-8% -$244K 0.17% 117
2018
Q1 		$2.93M Sell
35,793
-34,175
-49% -$2.8M 0.19% 107
2017
Q4 		$5.87M Sell
69,968
-3,086
-4% -$260K 0.38% 59
2017
Q3 		$6.18M Sell
73,054
-6,432
-8% -$546K 0.42% 54
2017
Q2 		$6.72M Sell
79,486
-3,287
-4% -$278K 0.48% 50
2017
Q1 		$6.92M Sell
82,773
-8,232
-9% -$685K 0.53% 43
2016
Q4 		$7.56M Sell
91,005
-4,411
-5% -$375K 0.64% 37
2016
Q3 		$8.36M Sell
95,416
-6,275
-6% -$551K 0.74% 30
2016
Q2 		$8.96M Sell
101,691
-9,442
-8% -$816K 0.84% 30
2016
Q1 		$9.59M Buy
111,133
+682
+0.6% +$57.8K 0.94% 26
2015
Q4 		$9.17M Sell
110,451
-2,151
-2% -$181K 0.94% 25
2015
Q3 		$9.55M Buy
112,602
+9,409
+9% +$792K 1.07% 22
2015
Q2 		$8.65M Buy
103,193
+2,975
+3% +$253K 0.93% 23
2015
Q1 		$8.64M Buy
100,218
+33,699
+51% +$2.89M 0.91% 24
2014
Q4 		$5.63M Buy
66,519
+8,039
+14% +$684K 0.62% 43
2014
Q3 		$4.93M Buy
58,480
+2,260
+4% +$191K 0.56% 49
2014
Q2 		$4.76M Buy
56,220
+7,979
+17% +$671K 0.55% 52
2014
Q1 		$4.02M Sell
48,241
-2,432
-5% -$202K 0.5% 54
2013
Q4 		$4.14M Buy
+50,673
New +$4.23M 0.55% 53

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Investment Advisors's BIV Position: Q1 2026 in Review

Capital Investment Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.04% in Q1 2026, selling an estimated $1.32K and leaving 41,168 shares worth $3.18M. The position accounts for 0.05% of the portfolio, ranked #177.

Capital Investment Advisors first reported a position in BIV in Q4 2013 and has held it in 50 quarters since. The position peaked at $9.59M in Q1 2016. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Capital Investment Advisors held 41,168 shares of Vanguard Intermediate-Term Bond ETF worth $3.18M as of Q1 2026.
  • Capital Investment Advisors sold 17 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.32K.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Capital Investment Advisors's portfolio in Q1 2026, its #177 holding.
  • Capital Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • Capital Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $9.59M in Q1 2016.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.