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Elevation Capital Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Elevation Capital Advisory’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
2025
Q4 		– Sell
-2,905
Closed -$227K – 66
2025
Q3 		$227K Sell
2,905
-269
-8% -$20.8K 0.09% 57
2025
Q2 		$245K Buy
3,174
+123
+4% +$9.37K 0.1% 52
2025
Q1 		$234K Sell
3,051
-75
-2% -$5.66K 0.1% 56
2024
Q4 		$234K Sell
3,126
-429
-12% -$32.6K 0.1% 49
2024
Q3 		$279K Buy
+3,555
New +$274K 0.12% 51

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Elevation Capital Advisory's BIV Position: Q4 2025 in Review

Elevation Capital Advisory sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 2,905 shares — an estimated $227K sold.

Elevation Capital Advisory first reported a position in BIV in Q3 2024 and held it in 5 quarters. The position peaked at $279K in Q3 2024. 978 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

  • Elevation Capital Advisory reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Elevation Capital Advisory sold 2,905 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $227K.
  • Elevation Capital Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and held it in 5 quarters.
  • Elevation Capital Advisory's Vanguard Intermediate-Term Bond ETF position peaked at $279K in Q3 2024.
  • 978 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Elevation Capital Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.