United Capital Financial 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
Q1 | $285M | Buy |
3,697,194
+159,004
| +4% | +$12.4M | 1.75% | 9 |
|
|
2025
Q4 | $276M | Buy |
3,538,190
+148,851
| +4% | +$11.6M | 1.66% | 10 |
|
|
2025
Q3 | $265M | Buy |
3,389,339
+310,075
| +10% | +$24M | 1.9% | 9 |
|
|
2025
Q2 | $238M | Buy |
3,079,264
+173,299
| +6% | +$13.2M | 1.92% | 9 |
|
|
2025
Q1 | $223M | Buy |
2,905,965
+239,473
| +9% | +$18.1M | 1.9% | 9 |
|
|
2024
Q4 | $199M | Buy |
2,666,492
+63,765
| +2% | +$4.85M | 1.68% | 11 |
|
|
2024
Q3 | $204M | Sell |
2,602,727
-47,211
| -2% | -$3.64M | 1.68% | 9 |
|
|
2024
Q2 | $198M | Buy |
2,649,938
+72,011
| +3% | +$5.35M | 1.7% | 10 |
|
|
2024
Q1 | $194M | Buy |
2,577,927
+5,296
| +0.2% | +$399K | 1.6% | 9 |
|
|
2023
Q4 | $196M | Sell |
2,572,631
-2,187,683
| -46% | -$160M | 1.63% | 9 |
|
|
2023
Q3 | $344M | Sell |
4,760,314
-828,109
| -15% | -$61.3M | 2.26% | 6 |
|
|
2023
Q2 | $420M | Buy |
5,588,423
+328,482
| +6% | +$25M | 2.29% | 8 |
|
|
2023
Q1 | $404M | Buy |
5,259,941
+263,153
| +5% | +$19.9M | 2.25% | 8 |
|
|
2022
Q4 | $371M | Buy |
4,996,788
+308,451
| +7% | +$22.9M | 2.08% | 8 |
|
|
2022
Q3 | $344M | Buy |
4,688,337
+4,685,559
| +168,667% | +$362M | 2.03% | 8 |
|
|
2022
Q2 | $216K | Buy |
+2,778
| New | +$218K | ﹤0.01% | 1034 |
|
|
2021
Q4 | – | Sell |
-3,205
| Closed | -$287K | – | 1205 |
|
|
2021
Q3 | $287K | Buy |
+3,205
| New | +$290K | ﹤0.01% | 1028 |
|
|
2020
Q4 | – | Sell |
-2,972
| Closed | -$278K | – | 1194 |
|
|
2020
Q3 | $278K | Buy |
2,972
+524
| +21% | +$49.1K | ﹤0.01% | 975 |
|
|
2020
Q2 | $228K | Sell |
2,448
-2,139
| -47% | -$196K | ﹤0.01% | 1063 |
|
|
2020
Q1 | $410K | Buy |
4,587
+695
| +18% | +$61.7K | ﹤0.01% | 884 |
|
|
2019
Q4 | $339K | Buy |
3,892
+135
| +4% | +$11.8K | ﹤0.01% | 1098 |
|
|
2019
Q3 | $331K | Sell |
3,757
-179
| -5% | -$15.6K | ﹤0.01% | 1053 |
|
|
2019
Q2 | $340K | Sell |
3,936
-17,868
| -82% | -$1.51M | ﹤0.01% | 1163 |
|
|
2019
Q1 | $1.83M | Sell |
21,804
-8,273
| -28% | -$681K | 0.01% | 610 |
|
|
2018
Q4 | $2.44M | Buy |
+30,077
| New | +$2.41M | 0.02% | 515 |
|
|
2018
Q2 | – | Sell |
-2,712
| Closed | -$222K | – | 1309 |
|
|
2018
Q1 | $222K | Buy |
+2,712
| New | +$222K | ﹤0.01% | 1206 |
|
|
2016
Q3 | – | Sell |
-15,615
| Closed | -$1.37M | – | 1262 |
|
|
2016
Q2 | $1.37M | Sell |
15,615
-3,893
| -20% | -$337K | 0.01% | 642 |
|
|
2016
Q1 | $1.68M | Sell |
19,508
-2,651
| -12% | -$225K | 0.02% | 573 |
|
|
2015
Q4 | $1.84M | Buy |
22,159
+8,142
| +58% | +$685K | 0.02% | 563 |
|
|
2015
Q3 | $1.19M | Buy |
+14,017
| New | +$1.18M | 0.01% | 645 |
|
Other funds holding BIV
EWA
TLFA
United Capital Financial Advisors's BIV Position: Q1 2026 in Review
United Capital Financial Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.5% in Q1 2026, buying an estimated $12.4M and bringing the position to 3,697,194 shares worth $285M. The position accounts for 1.75% of the portfolio, ranked #9.
United Capital Financial Advisors first reported a position in BIV in Q3 2015 and has held it in 30 quarters since. The position peaked at $420M in Q2 2023. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.
- United Capital Financial Advisors held 3,697,194 shares of Vanguard Intermediate-Term Bond ETF worth $285M as of Q1 2026.
- United Capital Financial Advisors bought 159,004 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $12.4M.
- Vanguard Intermediate-Term Bond ETF made up 1.75% of United Capital Financial Advisors's portfolio in Q1 2026, its #9 holding.
- United Capital Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2015 and has held it in 30 quarters since.
- United Capital Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $420M in Q2 2023.
- 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.