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

One 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 Q2	$401K	Hold	5,201	–	–	0.01%	414
2026 Q1	$401K	Sell	5,201 -162	-3%	-$12.6K	0.01%	412
2025 Q4	$418K	Hold	5,363	–	–	0.01%	407
2025 Q3	$419K	Buy	+5,363	New	+$415K	0.01%	384
2023 Q3	–	Sell	-357,855	Closed	-$26.9M	–	278
2023 Q2	$26.9M	Buy	357,855 +219,004	+158%	+$16.7M	1.22%	25
2023 Q1	$10.7M	Buy	+138,851	New	+$10.5M	0.52%	51
2022 Q3	–	Sell	-2,903	Closed	-$225K	–	290
2022 Q2	$225K	Sell	2,903 -3,060	-51%	-$240K	0.01%	290
2022 Q1	$488K	Sell	5,963 -711	-11%	-$60K	0.03%	225
2021 Q4	$584K	Buy	+6,674	New	+$592K	0.04%	163
2014 Q4	–	Sell	-44	Closed	-$4K	–	178
2014 Q3	$4K	Buy	+44	New	+$3.72K	﹤0.01%	495

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

One Capital Management's BIV Position: Q2 2026 in Review

One Capital Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 5,201 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #414.

One Capital Management first reported a position in BIV in Q3 2014 and has held it in 10 quarters since. The position peaked at $26.9M in Q2 2023. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

One Capital Management held 5,201 shares of Vanguard Intermediate-Term Bond ETF worth $401K as of Q2 2026.
One Capital Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.01% of One Capital Management's portfolio in Q2 2026, its #414 holding.
One Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2014 and has held it in 10 quarters since.
One Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $26.9M in Q2 2023.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on One Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.