Elevated Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Elevated Capital Advisors’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	$3.16M	Buy	41,213 +1,008	+3%	+$77.4K	0.87%	30
2026 Q1	$3.1M	Buy	40,205 +597	+2%	+$46.5K	0.78%	30
2025 Q4	$3.08M	Sell	39,608 -1,587	-4%	-$124K	0.72%	31
2025 Q3	$3.22M	Sell	41,195 -3,700	-8%	-$286K	0.8%	31
2025 Q2	$3.44M	Hold	44,895	–	–	0.96%	25
2025 Q1	$3.44M	Sell	44,895 -8,362	-16%	-$631K	0.96%	25
2024 Q4	$3.98M	Sell	53,257 -2,707	-5%	-$206K	1.08%	21
2024 Q3	$4.39M	Sell	55,964 -1,705	-3%	-$131K	1.17%	18
2024 Q2	$4.32M	Sell	57,669 -1,074	-2%	-$79.8K	1.21%	21
2024 Q1	$4.43M	Buy	58,743 +4,003	+7%	+$302K	1.27%	22
2023 Q4	$4.18M	Sell	54,740 -43	-0.1%	-$3.15K	1.31%	18
2023 Q3	$3.96M	Sell	54,783 -49	-0.1%	-$3.63K	1.35%	19
2023 Q2	$4.13M	Buy	54,832 +827	+2%	+$63K	1.37%	16
2023 Q1	$4.14M	Buy	54,005 +1,751	+3%	+$133K	1.48%	16
2022 Q4	$3.88M	Sell	52,254 -3,483	-6%	-$258K	1.48%	19
2022 Q3	$4.1M	Buy	+55,737	New	+$4.31M	1.61%	14
2022 Q1	$3.8M	Buy	+46,410	New	+$3.92M	1.26%	17
2021 Q3	$4.04M	Buy	+45,228	New	+$4.1M	1.4%	17
2021 Q1	$4.84M	Buy	54,257 +46,272	+579%	+$4.2M	1.88%	8
2020 Q4	$741K	Sell	7,985 -437	-5%	-$40.7K	0.32%	102
2020 Q3	$780K	Sell	8,422 -147	-2%	-$13.8K	0.37%	100
2020 Q2	$804K	Buy	+8,569	New	+$784K	0.38%	100
2019 Q4	$265K	Buy	+3,035	New	+$266K	0.29%	95
2019 Q1	$809K	Buy	+8,867	New	+$730K	0.53%	63

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

Elevated Capital Advisors's BIV Position: Q2 2026 in Review

Elevated Capital Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.5% in Q2 2026, buying an estimated $77.4K and bringing the position to 41,213 shares worth $3.16M. The position accounts for 0.87% of the portfolio, ranked #30.

Elevated Capital Advisors first reported a position in BIV in Q1 2019 and has held it in 24 quarters since. The position peaked at $4.84M in Q1 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Elevated Capital Advisors held 41,213 shares of Vanguard Intermediate-Term Bond ETF worth $3.16M as of Q2 2026.
Elevated Capital Advisors bought 1,008 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $77.4K.
Vanguard Intermediate-Term Bond ETF made up 0.87% of Elevated Capital Advisors's portfolio in Q2 2026, its #30 holding.
Elevated Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2019 and has held it in 24 quarters since.
Elevated Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $4.84M in Q1 2021.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.