Ethos Capital Management
BIV icon

Ethos Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ethos Capital Management’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
Q3 		$2.01M Sell
27,524
-6,566
-19% -$494K 1.34% 24
2026
Q2 		$2.61M Sell
34,090
-97,538
-74% -$7.49M 1.86% 15
2026
Q1 		$10.2M Buy
131,628
+21,713
+20% +$1.69M 8.71% 2
2025
Q4 		$8.56M Buy
+109,915
New +$8.6M 8.06% 2

Other funds holding BIV

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Ethos Capital Management's BIV Position: Q3 2026 in Review

Ethos Capital Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 19% in Q3 2026, selling an estimated $494K and leaving 27,524 shares worth $2.01M. The position accounts for 1.34% of the portfolio, ranked #24.

Ethos Capital Management first reported a position in BIV in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.2M in Q1 2026. 796 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Ethos Capital Management held 27,524 shares of Vanguard Intermediate-Term Bond ETF worth $2.01M as of Q3 2026.
  • Ethos Capital Management sold 6,566 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $494K.
  • Vanguard Intermediate-Term Bond ETF made up 1.34% of Ethos Capital Management's portfolio in Q3 2026, its #24 holding.
  • Ethos Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Ethos Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $10.2M in Q1 2026.
  • 796 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Ethos Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.