Certified Advisory Corp’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Certified Advisory Corp’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	$15.5M	Sell	202,069 -74,926	-27%	-$5.75M	1.25%	22
2026 Q1	$21.4M	Buy	276,995 +27,505	+11%	+$2.14M	1.92%	9
2025 Q4	$19.4M	Buy	249,490 +18,396	+8%	+$1.44M	1.77%	10
2025 Q3	$18M	Buy	231,094 +12,018	+5%	+$930K	1.71%	10
2025 Q2	$16.9M	Buy	219,076 +11,196	+5%	+$853K	1.76%	8
2025 Q1	$15.9M	Sell	207,880 -16,000	-7%	-$1.21M	1.8%	10
2024 Q4	$16.7M	Buy	223,880 +30,067	+16%	+$2.29M	1.82%	10
2024 Q3	$15.2M	Buy	193,813 +58,597	+43%	+$4.52M	1.68%	10
2024 Q2	$10.1M	Buy	135,216 +33,547	+33%	+$2.49M	1.27%	18
2024 Q1	$7.67M	Buy	101,669 +35,608	+54%	+$2.68M	1.07%	24
2023 Q4	$5.05M	Buy	66,061 +4,388	+7%	+$321K	0.77%	37
2023 Q3	$4.46M	Buy	61,673 +32,142	+109%	+$2.38M	0.82%	33
2023 Q2	$2.22M	Buy	29,531 +7,716	+35%	+$588K	0.41%	74
2023 Q1	$1.67M	Buy	21,815 +2,381	+12%	+$180K	0.3%	92
2022 Q4	$1.44M	Buy	+19,434	New	+$1.44M	0.29%	91
2022 Q1	–	Sell	-6,594	Closed	-$578K	–	251
2021 Q4	$578K	Sell	6,594 -5,032	-43%	-$446K	0.13%	149
2021 Q3	$1.04M	Buy	11,626 +1,781	+18%	+$161K	0.25%	96
2021 Q2	$886K	Buy	9,845 +377	+4%	+$33.7K	0.22%	106
2021 Q1	$840K	Buy	+9,468	New	+$860K	0.22%	102
2020 Q2	$753K	Sell	8,082 -346	-4%	-$31.7K	0.25%	98
2020 Q1	$753K	Buy	8,428 +3,648	+76%	+$324K	0.3%	85
2019 Q4	$417K	Buy	4,780 +2,051	+75%	+$180K	0.13%	133
2019 Q3	$240K	Buy	2,729 +1,031	+61%	+$90.1K	0.08%	168
2019 Q2	$147K	Hold	1,698	–	–	0.05%	193
2019 Q1	$143K	Hold	1,698	–	–	0.06%	184
2018 Q4	$138K	Hold	1,698	–	–	0.07%	172
2018 Q3	$137K	Hold	1,698	–	–	0.06%	174
2018 Q2	$138K	Hold	1,698	–	–	0.08%	163
2018 Q1	$138K	Buy	1,698 +1,358	+399%	+$111K	0.08%	165
2017 Q4	$28K	Buy	+340	New	+$28.7K	0.02%	308

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Certified Advisory Corp's BIV Position: Q2 2026 in Review

Certified Advisory Corp reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 27% in Q2 2026, selling an estimated $5.75M and leaving 202,069 shares worth $15.5M. The position accounts for 1.25% of the portfolio, ranked #22.

Certified Advisory Corp first reported a position in BIV in Q4 2017 and has held it in 30 quarters since. The position peaked at $21.4M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Certified Advisory Corp held 202,069 shares of Vanguard Intermediate-Term Bond ETF worth $15.5M as of Q2 2026.
Certified Advisory Corp sold 74,926 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $5.75M.
Vanguard Intermediate-Term Bond ETF made up 1.25% of Certified Advisory Corp's portfolio in Q2 2026, its #22 holding.
Certified Advisory Corp first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 30 quarters since.
Certified Advisory Corp's Vanguard Intermediate-Term Bond ETF position peaked at $21.4M in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.