CVA Family Office’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

CVA Family Office’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	$13.8K	Sell	180 -60	-25%	-$4.61K	﹤0.01%	929
2026 Q1	$18.5K	Buy	240 +60	+33%	+$4.67K	﹤0.01%	817
2025 Q4	$14K	Hold	180	–	–	﹤0.01%	751
2025 Q3	$14.1K	Hold	180	–	–	﹤0.01%	756
2025 Q2	$13.9K	Hold	180	–	–	﹤0.01%	754
2025 Q1	$13.8K	Hold	180	–	–	﹤0.01%	744
2024 Q4	$13.5K	Hold	180	–	–	﹤0.01%	743
2024 Q3	$14.1K	Sell	180 -8	-4%	-$617	﹤0.01%	708
2024 Q2	$14.1K	Sell	188 -282	-60%	-$21K	﹤0.01%	687
2024 Q1	$35.4K	Buy	470 +2	+0.4%	+$151	0.01%	543
2023 Q4	$35.8K	Buy	+468	New	+$34.3K	0.01%	531
2023 Q3	–	Sell	-463	Closed	-$34.8K	–	311
2023 Q2	$34.8K	Buy	463 +2	+0.4%	+$152	0.01%	516
2023 Q1	$35.3K	Buy	461 +2	+0.4%	+$151	0.01%	495
2022 Q4	$34.1K	Buy	459 +2	+0.4%	+$148	0.01%	473
2022 Q3	$34K	Buy	457 +2	+0.4%	+$155	0.01%	441
2022 Q2	$35K	Buy	455 +1	+0.2%	+$78	0.01%	431
2022 Q1	$37K	Buy	454 +1	+0.2%	+$84	0.01%	452
2021 Q4	$40K	Buy	453 +13	+3%	+$1.15K	0.01%	399
2021 Q3	$41K	Sell	440 -7	-2%	-$634	0.03%	203
2021 Q2	$40K	Buy	447 +2	+0.4%	+$179	0.01%	391
2021 Q1	$39K	Buy	445 +1	+0.2%	+$91	0.01%	301
2020 Q4	$41K	Buy	444 +4	+0.9%	+$373	0.03%	211
2020 Q3	$41K	Buy	440 +1	+0.2%	+$94	0.03%	203
2020 Q2	$41K	Buy	439 +2	+0.5%	+$183	0.03%	177
2020 Q1	$39K	Buy	+437	New	+$38.8K	0.04%	161

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

CVA Family Office's BIV Position: Q2 2026 in Review

CVA Family Office reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 25% in Q2 2026, selling an estimated $4.61K and leaving 180 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

CVA Family Office first reported a position in BIV in Q1 2020 and has held it in 25 quarters since. The position peaked at $41K in Q3 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

CVA Family Office held 180 shares of Vanguard Intermediate-Term Bond ETF worth $13.8K as of Q2 2026.
CVA Family Office sold 60 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $4.61K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #929 holding.
CVA Family Office first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 25 quarters since.
CVA Family Office's Vanguard Intermediate-Term Bond ETF position peaked at $41K in Q3 2021.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.