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

Providence Capital 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 Q1	$19K	Sell	246 -1,435	-85%	-$112K	﹤0.01%	167
2025 Q4	$131K	Buy	1,681 +1,435	+583%	+$112K	0.02%	143
2025 Q3	$19.2K	Buy	246 +181	+278%	+$14K	﹤0.01%	179
2025 Q2	$5.03K	Buy	+65	New	+$4.95K	﹤0.01%	212
2023 Q3	–	Sell	-337	Closed	-$25.4K	–	352
2023 Q2	$25.4K	Hold	337	–	–	0.01%	180
2023 Q1	$25.9K	Buy	+337	New	+$25.5K	0.01%	176
2020 Q1	–	Sell	-11	Closed	-$1K	–	243
2019 Q4	$1K	Buy	+11	New	+$963	﹤0.01%	250
2018 Q3	–	Sell	-1,440	Closed	-$117K	–	257
2018 Q2	$117K	Buy	+1,440	New	+$116K	0.08%	102
2018 Q1	–	Sell	-124	Closed	-$10K	–	249
2017 Q4	$10K	Buy	+124	New	+$10.5K	0.01%	198

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

Providence Capital Advisors's BIV Position: Q1 2026 in Review

Providence Capital Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 85% in Q1 2026, selling an estimated $112K and leaving 246 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Providence Capital Advisors first reported a position in BIV in Q4 2017 and has held it in 9 quarters since. The position peaked at $131K in Q4 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Providence Capital Advisors held 246 shares of Vanguard Intermediate-Term Bond ETF worth $19K as of Q1 2026.
Providence Capital Advisors sold 1,435 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $112K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Providence Capital Advisors's portfolio in Q1 2026, its #167 holding.
Providence Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 9 quarters since.
Providence Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $131K in Q4 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Providence Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.