Montecito Bank & Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Montecito Bank & Trust’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	$15.2M	Sell	197,632 -1,680	-0.8%	-$129K	2.27%	5
2026 Q1	$15.4M	Buy	199,312 +10,710	+6%	+$834K	2.53%	4
2025 Q4	$14.7M	Sell	188,602 -3,452	-2%	-$270K	2.34%	5
2025 Q3	$15M	Buy	+192,054	New	+$14.9M	2.33%	5
2025 Q1	$15.7M	Buy	205,405 +3,328	+2%	+$251K	2.78%	4
2024 Q4	$15.1M	Buy	202,077 +2,673	+1%	+$203K	2.62%	4
2024 Q3	$15.6M	Buy	+199,404	New	+$15.4M	2.66%	4
2017 Q1	–	Sell	-1,319	Closed	-$110K	–	199
2016 Q4	$110K	Buy	+1,319	New	+$112K	0.04%	215

Other funds holding BIV

RIA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

Montecito Bank & Trust's BIV Position: Q2 2026 in Review

Montecito Bank & Trust reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.84% in Q2 2026, selling an estimated $129K and leaving 197,632 shares worth $15.2M. The position accounts for 2.27% of the portfolio, ranked #5.

Montecito Bank & Trust first reported a position in BIV in Q4 2016 and has held it in 8 quarters since. The position peaked at $15.7M in Q1 2025. 216 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Montecito Bank & Trust held 197,632 shares of Vanguard Intermediate-Term Bond ETF worth $15.2M as of Q2 2026.
Montecito Bank & Trust sold 1,680 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $129K.
Vanguard Intermediate-Term Bond ETF made up 2.27% of Montecito Bank & Trust's portfolio in Q2 2026, its #5 holding.
Montecito Bank & Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and has held it in 8 quarters since.
Montecito Bank & Trust's Vanguard Intermediate-Term Bond ETF position peaked at $15.7M in Q1 2025.
216 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.