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

Capital Performance 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
Q2 		$1.71M Buy
22,323
+865
+4% +$66.4K 0.11% 89
2026
Q1 		$1.66M Buy
21,458
+14
+0.1% +$1.09K 0.11% 80
2025
Q4 		$1.67M Sell
21,444
-270
-1% -$21.1K 0.12% 82
2025
Q3 		$1.7M Sell
21,714
-2,560
-11% -$198K 0.28% 48
2025
Q2 		$1.88M Sell
24,274
-837
-3% -$63.8K 0.37% 42
2025
Q1 		$1.92M Sell
25,111
-223
-0.9% -$16.8K 0.42% 38
2024
Q4 		$1.89M Buy
25,334
+852
+3% +$64.8K 0.61% 27
2024
Q3 		$1.92M Buy
24,482
+623
+3% +$48K 0.58% 26
2024
Q2 		$1.79M Sell
23,859
-23,915
-50% -$1.78M 0.68% 24
2024
Q1 		$3.6M Buy
47,774
+24,333
+104% +$1.83M 1.38% 14
2023
Q4 		$1.79M Buy
23,441
+401
+2% +$29.4K 0.77% 17
2023
Q3 		$1.67M Buy
23,040
+529
+2% +$39.1K 0.85% 15
2023
Q2 		$1.69M Buy
22,511
+1,213
+6% +$92.4K 0.84% 15
2023
Q1 		$1.63M Buy
21,298
+777
+4% +$58.8K 0.88% 15
2022
Q4 		$1.53M Buy
20,521
+588
+3% +$43.6K 0.88% 15
2022
Q3 		$1.47M Buy
19,933
+200
+1% +$15.5K 0.95% 14
2022
Q2 		$1.53M Buy
19,733
+1,636
+9% +$128K 0.94% 14
2022
Q1 		$1.48M Sell
18,097
-2
-0% -$169 0.85% 14
2021
Q4 		$1.55M Buy
+18,099
New +$1.61M 0.94% 13

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Capital Performance Advisors's BIV Position: Q2 2026 in Review

Capital Performance Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4% in Q2 2026, buying an estimated $66.4K and bringing the position to 22,323 shares worth $1.71M. The position accounts for 0.11% of the portfolio, ranked #89.

Capital Performance Advisors first reported a position in BIV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.6M in Q1 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Capital Performance Advisors held 22,323 shares of Vanguard Intermediate-Term Bond ETF worth $1.71M as of Q2 2026.
  • Capital Performance Advisors bought 865 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $66.4K.
  • Vanguard Intermediate-Term Bond ETF made up 0.11% of Capital Performance Advisors's portfolio in Q2 2026, its #89 holding.
  • Capital Performance Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Capital Performance Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $3.6M in Q1 2024.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.