STALEY CAPITAL ADVISERS’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

STALEY CAPITAL ADVISERS’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	$397K	Sell	5,170 -2,600	-33%	-$200K	0.02%	144
2026 Q1	$600K	Buy	+7,770	New	+$605K	0.03%	122
2023 Q3	–	Sell	-7,334	Closed	-$552K	–	176
2023 Q2	$552K	Buy	7,334 +214	+3%	+$16.3K	0.03%	128
2023 Q1	$546K	Hold	7,120	–	–	0.03%	125
2022 Q4	$529K	Sell	7,120 -70	-1%	-$5.19K	0.03%	115
2022 Q3	$528K	Buy	7,190 +3,135	+77%	+$243K	0.03%	117
2022 Q2	$315K	Buy	4,055 +980	+32%	+$76.8K	0.02%	139
2022 Q1	$252K	Hold	3,075	–	–	0.01%	154
2021 Q4	$269K	Hold	3,075	–	–	0.01%	160
2021 Q3	$275K	Buy	3,075 +320	+12%	+$29K	0.01%	154
2021 Q2	$248K	Sell	2,755 -1,100	-29%	-$98.3K	0.01%	162
2021 Q1	$342K	Hold	3,855	–	–	0.02%	143
2020 Q4	$358K	Hold	3,855	–	–	0.02%	136
2020 Q3	$360K	Sell	3,855 -750	-16%	-$70.2K	0.02%	126
2020 Q2	$429K	Buy	4,605 +270	+6%	+$24.7K	0.03%	114
2020 Q1	$387K	Hold	4,335	–	–	0.03%	108
2019 Q4	$378K	Buy	4,335 +200	+5%	+$17.5K	0.03%	133
2019 Q3	$364K	Sell	4,135 -405	-9%	-$35.4K	0.03%	126
2019 Q2	$393K	Hold	4,540	–	–	0.03%	127
2019 Q1	$381K	Sell	4,540 -280	-6%	-$23.1K	0.03%	122
2018 Q4	$392K	Sell	4,820 -570	-11%	-$45.6K	0.03%	115
2018 Q3	$434K	Hold	5,390	–	–	0.03%	114
2018 Q2	$436K	Buy	+5,390	New	+$435K	0.03%	112

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

STALEY CAPITAL ADVISERS's BIV Position: Q2 2026 in Review

STALEY CAPITAL ADVISERS reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 33% in Q2 2026, selling an estimated $200K and leaving 5,170 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #144.

STALEY CAPITAL ADVISERS first reported a position in BIV in Q2 2018 and has held it in 23 quarters since. The position peaked at $600K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

STALEY CAPITAL ADVISERS held 5,170 shares of Vanguard Intermediate-Term Bond ETF worth $397K as of Q2 2026.
STALEY CAPITAL ADVISERS sold 2,600 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $200K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #144 holding.
STALEY CAPITAL ADVISERS first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2018 and has held it in 23 quarters since.
STALEY CAPITAL ADVISERS's Vanguard Intermediate-Term Bond ETF position peaked at $600K in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.