Cetera Investment Advisers
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Cetera Investment Advisers’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cetera Investment Advisers’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 		$132M Buy
1,704,946
+136,539
+9% +$10.6M 0.14% 131
2025
Q4 		$122M Buy
1,568,407
+80,354
+5% +$6.28M 0.13% 130
2025
Q3 		$116M Buy
1,488,053
+196,407
+15% +$15.2M 0.14% 134
2025
Q2 		$99.9M Buy
1,291,646
+106,607
+9% +$8.12M 0.17% 114
2025
Q1 		$90.7M Buy
1,185,039
+169,671
+17% +$12.8M 0.18% 109
2024
Q4 		$75.9M Buy
1,015,368
+38,634
+4% +$2.94M 0.16% 131
2024
Q3 		$76.5M Buy
976,734
+109,289
+13% +$8.43M 0.17% 124
2024
Q2 		$65M Buy
867,445
+27,643
+3% +$2.05M 0.15% 134
2024
Q1 		$63.3M Buy
839,802
+486,228
+138% +$36.6M 0.15% 132
2023
Q4 		$27M Sell
353,574
-24,836
-7% -$1.82M 0.22% 82
2023
Q3 		$27.4M Sell
378,410
-33,438
-8% -$2.47M 0.24% 81
2023
Q2 		$31M Buy
411,848
+31,150
+8% +$2.37M 0.26% 63
2023
Q1 		$29.2M Buy
380,698
+1,393
+0.4% +$106K 0.26% 72
2022
Q4 		$28.2M Buy
379,305
+217,164
+134% +$16.1M 0.26% 70
2022
Q3 		$11.9M Buy
162,141
+12,504
+8% +$967K 0.24% 92
2022
Q2 		$11.6M Sell
149,637
-17,435
-10% -$1.37M 0.18% 109
2022
Q1 		$13.7M Sell
167,072
-36,970
-18% -$3.12M 0.2% 108
2021
Q4 		$17.9M Buy
204,042
+4,887
+2% +$434K 0.26% 74
2021
Q3 		$17.8M Sell
199,155
-2,624
-1% -$238K 0.28% 71
2021
Q2 		$18.2M Buy
201,779
+934
+0.5% +$83.4K 0.29% 70
2021
Q1 		$17.8M Buy
200,845
+5,264
+3% +$478K 0.35% 56
2020
Q4 		$18.2M Buy
195,581
+149,918
+328% +$14M 0.36% 56
2020
Q3 		$4.27M Buy
45,663
+18,886
+71% +$1.77M 0.35% 72
2020
Q2 		$2.5M Buy
26,777
+7,030
+36% +$643K 0.23% 112
2020
Q1 		$1.76M Buy
19,747
+15,239
+338% +$1.35M 0.22% 125
2019
Q4 		$393K Sell
4,508
-581
-11% -$50.9K 0.04% 386
2019
Q3 		$448K Buy
5,089
+267
+6% +$23.3K 0.05% 324
2019
Q2 		$419K Buy
4,822
+1,394
+41% +$118K 0.05% 325
2019
Q1 		$286K Sell
3,428
-54
-2% -$4.45K 0.04% 381
2018
Q4 		$283K Sell
3,482
-1,745
-33% -$140K 0.05% 352
2018
Q3 		$420K Buy
5,227
+381
+8% +$30.8K 0.06% 302
2018
Q2 		$393K Sell
4,846
-464
-9% -$37.5K 0.07% 283
2018
Q1 		$435K Buy
5,310
+1,200
+29% +$98.5K 0.08% 246
2017
Q4 		$344K Sell
4,110
-421
-9% -$35.5K 0.06% 297
2017
Q3 		$383K Sell
4,531
-525
-10% -$44.6K 0.08% 278
2017
Q2 		$427K Sell
5,056
-253
-5% -$21.4K 0.1% 248
2017
Q1 		$444K Sell
5,309
-391
-7% -$32.6K 0.12% 211
2016
Q4 		$472K Buy
5,700
+749
+15% +$63.6K 0.16% 172
2016
Q3 		$433K Buy
4,951
+807
+19% +$70.8K 0.19% 147
2016
Q2 		$365K Buy
4,144
+212
+5% +$18.3K 0.14% 187
2016
Q1 		$339K Sell
3,932
-75
-2% -$6.36K 0.15% 175
2015
Q4 		$332K Buy
+4,007
New +$337K 0.15% 174

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

Cetera Investment Advisers's BIV Position: Q1 2026 in Review

Cetera Investment Advisers increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.7% in Q1 2026, buying an estimated $10.6M and bringing the position to 1,704,946 shares worth $132M. The position accounts for 0.14% of the portfolio, ranked #131.

Cetera Investment Advisers first reported a position in BIV in Q4 2015 and has held it in 42 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Cetera Investment Advisers held 1,704,946 shares of Vanguard Intermediate-Term Bond ETF worth $132M as of Q1 2026.
  • Cetera Investment Advisers bought 136,539 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $10.6M.
  • Vanguard Intermediate-Term Bond ETF made up 0.14% of Cetera Investment Advisers's portfolio in Q1 2026, its #131 holding.
  • Cetera Investment Advisers first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.