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Sanibel Captiva Trust Company’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sanibel Captiva Trust Company’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 		$2.49M Buy
32,492
+10,225
+46% +$785K 0.06% 179
2026
Q1 		$1.72M Buy
22,267
+14,359
+182% +$1.12M 0.05% 193
2025
Q4 		$616K Buy
+7,908
New +$618K 0.02% 270

Other funds holding BIV

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Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Sanibel Captiva Trust Company's BIV Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 46% in Q2 2026, buying an estimated $785K and bringing the position to 32,492 shares worth $2.49M. The position accounts for 0.06% of the portfolio, ranked #179.

Sanibel Captiva Trust Company first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. 411 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Sanibel Captiva Trust Company held 32,492 shares of Vanguard Intermediate-Term Bond ETF worth $2.49M as of Q2 2026.
  • Sanibel Captiva Trust Company bought 10,225 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $785K.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #179 holding.
  • Sanibel Captiva Trust Company first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.