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Prime Capital Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Prime Capital Investment Advisors’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 		$31.8M Buy
415,253
+182,033
+78% +$14M 0.31% 73
2026
Q1 		$18M Sell
233,220
-4,352
-2% -$339K 0.21% 95
2025
Q4 		$18.5M Sell
237,572
-12,496
-5% -$977K 0.23% 77
2025
Q3 		$19.5M Buy
250,068
+755
+0.3% +$58.5K 0.25% 74
2025
Q2 		$19.3M Sell
249,313
-60,122
-19% -$4.58M 0.26% 74
2025
Q1 		$23.7M Buy
309,435
+36,840
+14% +$2.78M 0.28% 72
2024
Q4 		$20.4M Sell
272,595
-6,514
-2% -$495K 0.3% 64
2024
Q3 		$21.9M Sell
279,109
-9,679
-3% -$746K 0.31% 63
2024
Q2 		$21.6M Sell
288,788
-77,076
-21% -$5.73M 0.32% 63
2024
Q1 		$27.6M Sell
365,864
-23,055
-6% -$1.74M 0.39% 59
2023
Q4 		$29.7M Buy
388,919
+283,408
+269% +$20.8M 0.45% 49
2023
Q3 		$7.63M Sell
105,511
-2,102
-2% -$155K 0.16% 110
2023
Q2 		$8.1M Buy
107,613
+103,147
+2,310% +$7.86M 0.16% 115
2023
Q1 		$343K Sell
4,466
-272
-6% -$20.6K 0.01% 410
2022
Q4 		$352K Sell
4,738
-1,634
-26% -$121K 0.01% 393
2022
Q3 		$468K Buy
+6,372
New +$493K 0.03% 250
2018
Q4 		– Sell
-380
Closed -$31K – 358
2018
Q3 		$31K Sell
380
-306
-45% -$24.7K 0.01% 209
2018
Q2 		$56K Buy
+686
New +$55.4K 0.02% 192
2018
Q1 		– Sell
-425
Closed -$36K – 239
2017
Q4 		$36K Buy
+425
New +$35.8K 0.03% 172

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prime Capital Investment Advisors's BIV Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 78% in Q2 2026, buying an estimated $14M and bringing the position to 415,253 shares worth $31.8M. The position accounts for 0.31% of the portfolio, ranked #73.

Prime Capital Investment Advisors first reported a position in BIV in Q4 2017 and has held it in 19 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Prime Capital Investment Advisors held 415,253 shares of Vanguard Intermediate-Term Bond ETF worth $31.8M as of Q2 2026.
  • Prime Capital Investment Advisors bought 182,033 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $14M.
  • Vanguard Intermediate-Term Bond ETF made up 0.31% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • Prime Capital Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 19 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.