Kennebec Savings Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Kennebec Savings Bank’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 Q2	$185K	Sell	2,412 -2,555	-51%	-$196K	0.15%	104
2026 Q1	$383K	Sell	4,967 -12,462	-72%	-$970K	0.34%	80
2025 Q4	$1.36M	Buy	17,429 +15,274	+709%	+$1.19M	1.17%	24
2025 Q3	$168K	Sell	2,155 -548	-20%	-$42.4K	0.15%	96
2025 Q2	$209K	Sell	2,703 -156	-5%	-$11.9K	0.2%	91
2025 Q1	$219K	Sell	2,859 -8,931	-76%	-$674K	0.23%	90
2024 Q4	$870K	Buy	11,790 +9,716	+468%	+$739K	0.88%	38
2024 Q3	$163K	Buy	+2,074	New	+$160K	0.16%	100

Other funds holding BIV

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

SFMG

Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

Kennebec Savings Bank's BIV Position: Q2 2026 in Review

Kennebec Savings Bank reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 51% in Q2 2026, selling an estimated $196K and leaving 2,412 shares worth $185K. The position accounts for 0.15% of the portfolio, ranked #104.

Kennebec Savings Bank first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q4 2025. 388 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Kennebec Savings Bank held 2,412 shares of Vanguard Intermediate-Term Bond ETF worth $185K as of Q2 2026.
Kennebec Savings Bank sold 2,555 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $196K.
Vanguard Intermediate-Term Bond ETF made up 0.15% of Kennebec Savings Bank's portfolio in Q2 2026, its #104 holding.
Kennebec Savings Bank first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
Kennebec Savings Bank's Vanguard Intermediate-Term Bond ETF position peaked at $1.36M in Q4 2025.
388 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.