U.S. Capital Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

U.S. Capital Wealth 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	$1.03M	Buy	13,367 +6,683	+100%	+$520K	0.03%	508
2025 Q4	$521K	Sell	6,684 -24,700	-79%	-$1.93M	0.01%	649
2025 Q3	$2.45M	Buy	31,384 +25,956	+478%	+$2.01M	0.07%	287
2025 Q2	$420K	Sell	5,428 -8	-0.1%	-$609	0.01%	638
2025 Q1	$416K	Buy	5,436 +420	+8%	+$31.7K	0.01%	625
2024 Q4	$375K	Buy	5,016 +2,348	+88%	+$179K	0.01%	629
2024 Q3	$209K	Buy	+2,668	New	+$206K	0.01%	664
2024 Q2	–	Sell	-2,668	Closed	-$201K	–	671
2024 Q1	$201K	Sell	2,668 -9	-0.3%	-$678	0.01%	648
2023 Q4	$204K	Sell	2,677 -2,619	-49%	-$192K	0.01%	632
2023 Q3	$383K	Buy	5,296 +1,780	+51%	+$132K	0.02%	477
2023 Q2	$265K	Sell	3,516 -1,093	-24%	-$83.2K	0.01%	563
2023 Q1	$354K	Sell	4,609 -8,826	-66%	-$668K	0.02%	502
2022 Q4	$998K	Buy	13,435 +42	+0.3%	+$3.11K	0.05%	328
2022 Q3	$984K	Sell	13,393 -382	-3%	-$29.6K	0.05%	335
2022 Q2	$1.07M	Buy	13,775 +70	+0.5%	+$5.49K	0.05%	341
2022 Q1	$1.12M	Buy	13,705 +16	+0.1%	+$1.35K	0.04%	375
2021 Q4	$1.2M	Buy	13,689 +49	+0.4%	+$4.35K	0.05%	361
2021 Q3	$1.22M	Buy	+13,640	New	+$1.24M	0.05%	347

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

U.S. Capital Wealth Advisors's BIV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 100% in Q1 2026, buying an estimated $520K and bringing the position to 13,367 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #508.

U.S. Capital Wealth Advisors first reported a position in BIV in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.45M in Q3 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

U.S. Capital Wealth Advisors held 13,367 shares of Vanguard Intermediate-Term Bond ETF worth $1.03M as of Q1 2026.
U.S. Capital Wealth Advisors bought 6,683 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $520K.
Vanguard Intermediate-Term Bond ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #508 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2021 and has held it in 18 quarters since.
U.S. Capital Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $2.45M in Q3 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.