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

Capital Investment 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 Q2	$202K	Buy	2,631 +3	+0.1%	+$230	0.01%	707
2026 Q1	$203K	Buy	2,628 +376	+17%	+$29.3K	0.01%	627
2025 Q4	$175K	Buy	2,252 +1,872	+493%	+$146K	0.01%	627
2025 Q3	$29.7K	Hold	380	–	–	﹤0.01%	853
2025 Q2	$29.4K	Hold	380	–	–	﹤0.01%	825
2025 Q1	$29.1K	Buy	380 +276	+265%	+$20.8K	﹤0.01%	771
2024 Q4	$7.77K	Buy	104 +15	+17%	+$1.14K	﹤0.01%	830
2024 Q3	$6.97K	Hold	89	–	–	﹤0.01%	874
2024 Q2	$6.67K	Hold	89	–	–	﹤0.01%	856
2024 Q1	$6.71K	Hold	89	–	–	﹤0.01%	845
2023 Q4	$6.8K	Hold	89	–	–	﹤0.01%	862
2023 Q3	$6.44K	Sell	89 -213	-71%	-$15.8K	﹤0.01%	822
2023 Q2	$22.7K	Buy	302 +213	+239%	+$16.2K	﹤0.01%	688
2023 Q1	$6.83K	Hold	89	–	–	﹤0.01%	764
2022 Q4	$6.61K	Hold	89	–	–	﹤0.01%	773
2022 Q3	$7K	Hold	89	–	–	﹤0.01%	715
2022 Q2	$7K	Buy	+89	New	+$6.98K	﹤0.01%	740
2021 Q2	–	Sell	-1,750	Closed	-$155K	–	779
2021 Q1	$155K	Hold	1,750	–	–	0.02%	444
2020 Q4	$162K	Buy	1,750 +54	+3%	+$5.03K	0.02%	431
2020 Q3	$159K	Buy	1,696 +1,441	+565%	+$135K	0.03%	378
2020 Q2	$24K	Hold	255	–	–	﹤0.01%	439
2020 Q1	$23K	Buy	+255	New	+$22.6K	0.01%	430
2019 Q4	–	Sell	-255	Closed	-$22K	–	625
2019 Q3	$22K	Hold	255	–	–	0.01%	784
2019 Q2	$22K	Hold	255	–	–	0.01%	753
2019 Q1	$21K	Buy	+255	New	+$21K	0.01%	661

Other funds holding BIV

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

SFMG

Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Capital Investment Advisory Services's BIV Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.11% in Q2 2026, buying an estimated $230 and bringing the position to 2,631 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #707.

Capital Investment Advisory Services first reported a position in BIV in Q1 2019 and has held it in 25 quarters since. The position peaked at $203K in Q1 2026. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Capital Investment Advisory Services held 2,631 shares of Vanguard Intermediate-Term Bond ETF worth $202K as of Q2 2026.
Capital Investment Advisory Services bought 3 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $230.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #707 holding.
Capital Investment Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2019 and has held it in 25 quarters since.
Capital Investment Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $203K in Q1 2026.
347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.