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 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 $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

One Capital Management's BIV Position: Q1 2026 in Review

One Capital Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3% in Q1 2026, selling an estimated $12.6K and leaving 5,201 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #412.

One Capital Management first reported a position in BIV in Q3 2014 and has held it in 9 quarters since. The position peaked at $26.9M in Q2 2023. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

One Capital Management held 5,201 shares of Vanguard Intermediate-Term Bond ETF worth $401K as of Q1 2026.
One Capital Management sold 162 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $12.6K.
Vanguard Intermediate-Term Bond ETF made up 0.01% of One Capital Management's portfolio in Q1 2026, its #412 holding.
One Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2014 and has held it in 9 quarters since.
One Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $26.9M in Q2 2023.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.