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Capstone Triton Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Capstone Triton Financial Group’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
2025
Q4 		– Sell
-6,761
Closed -$528K – 86
2025
Q3 		$528K Sell
6,761
-267
-4% -$20.7K 0.35% 69
2025
Q2 		$544K Buy
+7,028
New +$535K 0.39% 71
2024
Q4 		$573K Sell
7,661
-132
-2% -$10K 0.36% 77
2024
Q3 		$611K Sell
7,793
-217
-3% -$16.7K 0.39% 74
2024
Q2 		$600K Sell
8,010
-662
-8% -$49.2K 0.42% 69
2024
Q1 		$654K Sell
8,672
-4,295
-33% -$324K 0.46% 66
2023
Q4 		$990K Sell
12,967
-36
-0.3% -$2.64K 0.72% 49
2023
Q3 		$940K Buy
13,003
+15
+0.1% +$1.11K 0.69% 54
2023
Q2 		$977K Sell
12,988
-225
-2% -$17.1K 0.67% 57
2023
Q1 		$1.01M Sell
13,213
-338
-2% -$25.6K 0.76% 51
2022
Q4 		$1.01M Sell
13,551
-3,199
-19% -$237K 0.81% 45
2022
Q3 		$1.23M Buy
16,750
+887
+6% +$68.6K 1.05% 33
2022
Q2 		$1.24M Sell
15,863
-10,339
-39% -$811K 0.94% 37
2022
Q1 		$2.07M Buy
+26,202
New +$2.21M 1.44% 20
2021
Q4 		– Sell
-26,959
Closed -$2.39M – 93
2021
Q3 		$2.39M Buy
26,959
+7,170
+36% +$649K 1.44% 18
2021
Q2 		$1.78M Buy
19,789
+1,624
+9% +$145K 1.1% 28
2021
Q1 		$1.61M Buy
18,165
+1,212
+7% +$110K 1.07% 28
2020
Q4 		$1.57M Buy
+16,953
New +$1.58M 0.96% 28

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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Capstone Triton Financial Group's BIV Position: Q4 2025 in Review

Capstone Triton Financial Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 6,761 shares — an estimated $528K sold.

Capstone Triton Financial Group first reported a position in BIV in Q4 2020 and held it in 18 quarters. The position peaked at $2.39M in Q3 2021. 976 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

  • Capstone Triton Financial Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Capstone Triton Financial Group sold 6,761 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $528K.
  • Capstone Triton Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 18 quarters.
  • Capstone Triton Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $2.39M in Q3 2021.
  • 976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Capstone Triton Financial Group's 13F filing for Q4 2025, filed 3 Feb 2026.