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

Capital Investment Services of America’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 		$512K Sell
6,675
-1,785
-21% -$137K 0.05% 71
2026
Q1 		$653K Sell
8,460
-14,505
-63% -$1.13M 0.07% 64
2025
Q4 		$1.79M Sell
22,965
-2,350
-9% -$184K 0.17% 54
2025
Q3 		$1.98M Sell
25,315
-100
-0.4% -$7.74K 0.18% 51
2025
Q2 		$1.97M Sell
25,415
-1,125
-4% -$85.7K 0.18% 50
2025
Q1 		$2.03M Sell
26,540
-1,990
-7% -$150K 0.21% 50
2024
Q4 		$2.13M Sell
28,530
-1,350
-5% -$103K 0.2% 51
2024
Q3 		$2.34M Hold
29,880
– – 0.22% 48
2024
Q2 		$2.24M Sell
29,880
-275
-0.9% -$20.4K 0.22% 48
2024
Q1 		$2.27M Hold
30,155
– – 0.22% 49
2023
Q4 		$2.3M Sell
30,155
-1,260
-4% -$92.3K 0.24% 49
2023
Q3 		$2.27M Sell
31,415
-1,250
-4% -$92.5K 0.26% 48
2023
Q2 		$2.46M Sell
32,665
-150
-0.5% -$11.4K 0.27% 48
2023
Q1 		$2.52M Sell
32,815
-250
-0.8% -$18.9K 0.3% 46
2022
Q4 		$2.46M Sell
33,065
-5,025
-13% -$372K 0.33% 46
2022
Q3 		$2.8M Sell
38,090
-260
-0.7% -$20.1K 0.38% 47
2022
Q2 		$2.98M Sell
38,350
-675
-2% -$52.9K 0.39% 45
2022
Q1 		$3.42M Hold
39,025
– – 0.31% 47
2021
Q4 		$3.42M Sell
39,025
-1,400
-3% -$124K 0.31% 47
2021
Q3 		$3.62M Sell
40,425
-2,025
-5% -$183K 0.34% 45
2021
Q2 		$3.82M Sell
42,450
-265
-0.6% -$23.7K 0.36% 45
2021
Q1 		$3.79M Sell
42,715
-50
-0.1% -$4.54K 0.39% 44
2020
Q4 		$3.97M Buy
42,765
+1,000
+2% +$93.1K 0.41% 44
2020
Q3 		$3.9M Buy
+41,765
New +$3.91M 0.48% 44

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

Capital Investment Services of America reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 21% in Q2 2026, selling an estimated $137K and leaving 6,675 shares worth $512K. The position accounts for 0.05% of the portfolio, ranked #71.

Capital Investment Services of America first reported a position in BIV in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.97M in Q4 2020. 840 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Capital Investment Services of America held 6,675 shares of Vanguard Intermediate-Term Bond ETF worth $512K as of Q2 2026.
  • Capital Investment Services of America sold 1,785 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $137K.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Capital Investment Services of America's portfolio in Q2 2026, its #71 holding.
  • Capital Investment Services of America first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Capital Investment Services of America's Vanguard Intermediate-Term Bond ETF position peaked at $3.97M in Q4 2020.
  • 840 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Capital Investment Services of America's 13F filing for Q2 2026, filed 22 Jul 2026.