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

Stokes 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
2025
Q2 		– Sell
-11,862
Closed -$908K – 71
2025
Q1 		$908K Sell
11,862
-980
-8% -$73.9K 0.23% 54
2024
Q4 		$960K Sell
12,842
-242
-2% -$18.4K 0.25% 55
2024
Q3 		$1.03M Sell
13,084
-96
-0.7% -$7.4K 0.26% 55
2024
Q2 		$987K Sell
13,180
-25
-0.2% -$1.86K 0.27% 56
2024
Q1 		$996K Sell
13,205
-26
-0.2% -$1.96K 0.29% 55
2023
Q4 		$1.01M Sell
13,231
-8,792
-40% -$644K 0.32% 53
2023
Q3 		$1.59M Sell
22,023
-1,598
-7% -$118K 0.56% 49
2023
Q2 		$1.78M Sell
23,621
-11,826
-33% -$901K 0.6% 49
2023
Q1 		$2.72M Sell
35,447
-583
-2% -$44.2K 0.92% 48
2022
Q4 		$2.68M Sell
36,030
-443
-1% -$32.8K 0.92% 49
2022
Q3 		$2.68M Sell
36,473
-5,557
-13% -$430K 1% 44
2022
Q2 		$3.26M Sell
42,030
-89,818
-68% -$7.04M 1.14% 42
2022
Q1 		$10.8M Buy
131,848
+28,619
+28% +$2.42M 3.15% 2
2021
Q4 		$9.04M Sell
103,229
-6,162
-6% -$547K 2.69% 5
2021
Q3 		$9.78M Buy
109,391
+3,224
+3% +$292K 3.16% 3
2021
Q2 		$9.55M Buy
106,167
+3,251
+3% +$290K 3.13% 3
2021
Q1 		$9.13M Sell
102,916
-41,260
-29% -$3.75M 3.74% 1
2020
Q4 		$13.4M Buy
144,176
+2,266
+2% +$211K 5.83% 1
2020
Q3 		$13.3M Buy
141,910
+32,551
+30% +$3.05M 6.38% 1
2020
Q2 		$10.2M Buy
+109,359
New +$10M 5.39% 1

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stokes Capital Advisors's BIV Position: Q2 2025 in Review

Stokes Capital Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 11,862 shares — an estimated $908K sold.

Stokes Capital Advisors first reported a position in BIV in Q2 2020 and held it in 20 quarters. The position peaked at $13.4M in Q4 2020. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • Stokes Capital Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Stokes Capital Advisors sold 11,862 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $908K.
  • Stokes Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 20 quarters.
  • Stokes Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $13.4M in Q4 2020.
  • 931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Stokes Capital Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.