Manuka Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Manuka Financial’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	$2.82M	Buy	36,704 +1,016	+3%	+$78K	1.46%	16
2026 Q1	$2.75M	Buy	35,688 +769	+2%	+$59.9K	1.7%	14
2025 Q4	$2.72M	Sell	34,919 -5,224	-13%	-$409K	1.69%	14
2025 Q3	$3.13M	Buy	40,143 +513	+1%	+$39.7K	1.95%	13
2025 Q2	$3.06M	Sell	39,630 -1,334	-3%	-$102K	1.67%	14
2025 Q1	$3.14M	Sell	40,964 -1,159	-3%	-$87.4K	2.03%	15
2024 Q4	$3.15M	Buy	+42,123	New	+$3.2M	2.12%	13

Other funds holding BIV

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Manuka Financial's BIV Position: Q2 2026 in Review

Manuka Financial increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.8% in Q2 2026, buying an estimated $78K and bringing the position to 36,704 shares worth $2.82M. The position accounts for 1.46% of the portfolio, ranked #16.

Manuka Financial first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.15M in Q4 2024. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Manuka Financial held 36,704 shares of Vanguard Intermediate-Term Bond ETF worth $2.82M as of Q2 2026.
Manuka Financial bought 1,016 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $78K.
Vanguard Intermediate-Term Bond ETF made up 1.46% of Manuka Financial's portfolio in Q2 2026, its #16 holding.
Manuka Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Manuka Financial's Vanguard Intermediate-Term Bond ETF position peaked at $3.15M in Q4 2024.
508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Manuka Financial's 13F filing for Q2 2026, filed 31 Jul 2026.