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Center For Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Center For Asset Management’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 		$383K Buy
4,961
+284
+6% +$22.1K 0.19% 106
2025
Q4 		$364K Buy
4,677
+175
+4% +$13.7K 0.19% 99
2025
Q3 		$352K Buy
4,502
+193
+4% +$14.9K 0.19% 97
2025
Q2 		$322K Sell
4,309
-331
-7% -$25.2K 0.2% 92
2025
Q1 		$355K Buy
4,640
+208
+5% +$15.7K 0.22% 95
2024
Q4 		$331K Sell
4,432
-20
-0.4% -$1.52K 0.21% 88
2024
Q3 		$349K Buy
4,452
+142
+3% +$10.9K 0.21% 92
2024
Q2 		$323K Buy
4,310
+66
+2% +$4.91K 0.21% 97
2024
Q1 		$320K Buy
4,244
+136
+3% +$10.3K 0.26% 85
2023
Q4 		$314K Sell
4,108
-650
-14% -$47.6K 0.29% 80
2023
Q3 		$344K Sell
4,758
-204
-4% -$15.1K 0.34% 75
2023
Q2 		$373K Sell
4,962
-374
-7% -$28.5K 0.35% 69
2023
Q1 		$409K Sell
5,336
-360
-6% -$27.3K 0.4% 66
2022
Q4 		$423K Sell
5,696
-499
-8% -$37K 0.39% 69
2022
Q3 		$455K Sell
6,195
-2,540
-29% -$196K 0.45% 57
2022
Q2 		$678K Sell
8,735
-10,105
-54% -$792K 0.63% 39
2022
Q1 		$1.54M Buy
18,840
+373
+2% +$31.5K 1.19% 26
2021
Q4 		$1.62M Sell
18,467
-4,715
-20% -$418K 1.2% 25
2021
Q3 		$2.07M Sell
23,182
-578
-2% -$52.3K 1.74% 16
2021
Q2 		$2.14M Sell
23,760
-2,991
-11% -$267K 1.84% 16
2021
Q1 		$2.37M Buy
26,751
+291
+1% +$26.4K 2.28% 14
2020
Q4 		$2.46M Buy
+26,460
New +$2.46M 2.45% 12

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

Center For Asset Management's BIV Position: Q1 2026 in Review

Center For Asset Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.1% in Q1 2026, buying an estimated $22.1K and bringing the position to 4,961 shares worth $383K. The position accounts for 0.19% of the portfolio, ranked #106.

Center For Asset Management first reported a position in BIV in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.46M in Q4 2020. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Center For Asset Management held 4,961 shares of Vanguard Intermediate-Term Bond ETF worth $383K as of Q1 2026.
  • Center For Asset Management bought 284 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $22.1K.
  • Vanguard Intermediate-Term Bond ETF made up 0.19% of Center For Asset Management's portfolio in Q1 2026, its #106 holding.
  • Center For Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Center For Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.46M in Q4 2020.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.