TCI Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.64M Buy
47,470
+30,114
+174% +$2.31M 0.16% 56
2026
Q1
$1.34M Buy
17,356
+2,479
+17% +$193K 0.07% 82
2025
Q4
$1.16M Buy
14,877
+3,071
+26% +$240K 0.06% 91
2025
Q3
$922K Buy
11,806
+2,972
+34% +$230K 0.06% 104
2025
Q2
$683K Sell
8,834
-3,697
-30% -$282K 0.05% 119
2025
Q1
$959K Buy
12,531
+5,748
+85% +$434K 0.08% 85
2024
Q4
$507K Buy
6,783
+182
+3% +$13.8K 0.04% 124
2024
Q3
$517K Buy
6,601
+53
+0.8% +$4.09K 0.04% 127
2024
Q2
$490K Buy
+6,548
New +$487K 0.05% 122
2023
Q2
Sell
-1,743
Closed -$134K 454
2023
Q1
$134K Hold
1,743
0.02% 235
2022
Q4
$130K Sell
1,743
-259
-13% -$19.2K 0.02% 224
2022
Q3
$147K Hold
2,002
0.02% 194
2022
Q2
$155K Buy
2,002
+7
+0.4% +$549 0.02% 194
2022
Q1
$163K Buy
1,995
+648
+48% +$54.7K 0.02% 201
2021
Q4
$118K Buy
1,347
+40
+3% +$3.55K 0.02% 241
2021
Q3
$117K Buy
1,307
+424
+48% +$38.4K 0.02% 259
2021
Q2
$79K Buy
883
+30
+4% +$2.68K 0.01% 320
2021
Q1
$76K Buy
853
+197
+30% +$17.9K 0.03% 286
2020
Q4
$61K Buy
656
+62
+10% +$5.77K 0.03% 303
2020
Q3
$56K Buy
594
+39
+7% +$3.65K 0.02% 292
2020
Q2
$52K Sell
555
-17
-3% -$1.56K 0.02% 301
2020
Q1
$51K Sell
572
-82
-13% -$7.28K 0.03% 300
2019
Q4
$57K Buy
654
+78
+14% +$6.83K 0.02% 350
2019
Q3
$51K Sell
576
-54
-9% -$4.72K 0.02% 324
2019
Q2
$54K Buy
630
+73
+13% +$6.17K 0.02% 295
2019
Q1
$47K Sell
557
-29
-5% -$2.39K 0.02% 347
2018
Q4
$48K Sell
586
-1,536
-72% -$123K 0.02% 317
2018
Q3
$171K Sell
2,122
-1,211
-36% -$97.9K 0.07% 166
2018
Q2
$270K Buy
3,333
+4
+0.1% +$323 0.12% 126
2018
Q1
$272K Sell
3,329
-529
-14% -$43.4K 0.13% 117
2017
Q4
$323K Buy
3,858
+84
+2% +$7.08K 0.14% 115
2017
Q3
$320K Buy
3,774
+38
+1% +$3.23K 0.16% 104
2017
Q2
$316K Buy
3,736
+1,928
+107% +$163K 0.16% 101
2017
Q1
$151K Buy
1,808
+737
+69% +$61.4K 0.08% 165
2016
Q4
$89K Sell
1,071
-1,946
-65% -$165K 0.05% 237
2016
Q3
$264K Sell
3,017
-2
-0.1% -$175 0.14% 102
2016
Q2
$266K Buy
3,019
+329
+12% +$28.4K 0.15% 104
2016
Q1
$232K Buy
2,690
+64
+2% +$5.42K 0.13% 119
2015
Q4
$218K Buy
2,626
+5
+0.2% +$421 0.12% 124
2015
Q3
$222K Buy
2,621
+257
+11% +$21.6K 0.13% 122
2015
Q2
$198K Buy
2,364
+3
+0.1% +$255 0.11% 132
2015
Q1
$204K Sell
2,361
-421
-15% -$36.1K 0.13% 108
2014
Q4
$236K Buy
2,782
+11
+0.4% +$935 0.15% 108
2014
Q3
$233K Buy
2,771
+610
+28% +$51.6K 0.15% 109
2014
Q2
$183K Sell
2,161
-107
-5% -$9K 0.11% 130
2014
Q1
$189K Buy
2,268
+251
+12% +$20.9K 0.12% 125
2013
Q4
$165K Buy
2,017
+10
+0.5% +$834 0.1% 136
2013
Q3
$168K Buy
2,007
+8
+0.4% +$663 0.13% 118
2013
Q2
$167K Buy
+1,999
New +$174K 0.13% 124

Other funds holding BIV

TCI Wealth Advisors's BIV Position: Q2 2026 in Review

TCI Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 174% in Q2 2026, buying an estimated $2.31M and bringing the position to 47,470 shares worth $3.64M. The position accounts for 0.16% of the portfolio, ranked #56.

TCI Wealth Advisors first reported a position in BIV in Q2 2013 and has held it in 49 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • TCI Wealth Advisors held 47,470 shares of Vanguard Intermediate-Term Bond ETF worth $3.64M as of Q2 2026.
  • TCI Wealth Advisors bought 30,114 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.31M.
  • Vanguard Intermediate-Term Bond ETF made up 0.16% of TCI Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • TCI Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 49 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.