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

Optima Capital’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	–	Sell	-1,620	Closed	-$126K	–	280
2025 Q4	$126K	Buy	+1,620	New	+$127K	0.05%	200
2025 Q1	–	Sell	-4,439	Closed	-$332K	–	141
2024 Q4	$332K	Buy	+4,439	New	+$337K	0.23%	111

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

Optima Capital's BIV Position: Q1 2026 in Review

Optima Capital sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 1,620 shares — an estimated $126K sold.

Optima Capital first reported a position in BIV in Q4 2024 and held it in 2 quarters. The position peaked at $332K in Q4 2024. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Optima Capital reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1,620 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $126K.
Optima Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 2 quarters.
Optima Capital's Vanguard Intermediate-Term Bond ETF position peaked at $332K in Q4 2024.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.