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

Strathmore 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 		$363K Sell
4,685
-35
-0.7% -$2.73K 0.1% 99
2025
Q4 		$368K Sell
4,720
-433
-8% -$33.9K 0.12% 88
2025
Q3 		$402K Sell
5,153
-410
-7% -$31.7K 0.16% 80
2025
Q2 		$427K Buy
+5,563
New +$424K 0.19% 79

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Strathmore Capital Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.74% in Q1 2026, selling an estimated $2.73K and leaving 4,685 shares worth $363K. The position accounts for 0.1% of the portfolio, ranked #99.

Strathmore Capital Advisors first reported a position in BIV in Q2 2025 and has held it in 4 quarters since. The position peaked at $427K in Q2 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Strathmore Capital Advisors held 4,685 shares of Vanguard Intermediate-Term Bond ETF worth $363K as of Q1 2026.
  • Strathmore Capital Advisors sold 35 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $2.73K.
  • Vanguard Intermediate-Term Bond ETF made up 0.1% of Strathmore Capital Advisors's portfolio in Q1 2026, its #99 holding.
  • Strathmore Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Strathmore Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $427K in Q2 2025.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Strathmore Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.