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

SNS Financial Group’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 		$700K Buy
9,121
+3,000
+49% +$230K 0.01% 333
2026
Q1 		$472K Buy
6,121
+636
+12% +$49.5K 0.04% 133
2025
Q4 		$427K Hold
5,485
– – 0.04% 134
2025
Q3 		$428K Sell
5,485
-285
-5% -$22.1K 0.04% 133
2025
Q2 		$446K Sell
5,770
-64,727
-92% -$4.93M 0.04% 125
2025
Q1 		$5.4M Sell
70,497
-2,010
-3% -$152K 0.55% 26
2024
Q4 		$5.42M Sell
72,507
-1,980
-3% -$151K 0.56% 25
2024
Q3 		$5.84M Sell
74,487
-861
-1% -$66.4K 0.59% 26
2024
Q2 		$5.64M Sell
75,348
-1,472
-2% -$109K 0.61% 25
2024
Q1 		$5.79M Sell
76,820
-1,011
-1% -$76.2K 0.64% 24
2023
Q4 		$5.94M Buy
77,831
+56,609
+267% +$4.15M 0.7% 24
2023
Q3 		$1.53M Sell
21,222
-2,410
-10% -$178K 0.2% 54
2023
Q2 		$1.78M Sell
23,632
-13,291
-36% -$1.01M 0.23% 52
2023
Q1 		$2.83M Sell
36,923
-873
-2% -$66.1K 0.37% 40
2022
Q4 		$2.81M Sell
37,796
-35,020
-48% -$2.59M 0.38% 44
2022
Q3 		$5.35M Buy
72,816
+18,394
+34% +$1.42M 0.77% 27
2022
Q2 		$4.23M Buy
54,422
+12,404
+30% +$973K 0.55% 34
2022
Q1 		$3.44M Buy
42,018
+19,041
+83% +$1.61M 0.38% 46
2021
Q4 		$2.01M Buy
22,977
+11,177
+95% +$992K 0.21% 67
2021
Q3 		$1.05M Buy
11,800
+1,764
+18% +$160K 0.13% 93
2021
Q2 		$903K Buy
10,036
+1,144
+13% +$102K 0.11% 93
2021
Q1 		$789K Buy
8,892
+127
+1% +$11.5K 0.11% 102
2020
Q4 		$814K Buy
8,765
+1,549
+21% +$144K 0.12% 98
2020
Q3 		$675K Sell
7,216
-320
-4% -$30K 0.11% 103
2020
Q2 		$702K Sell
7,536
-151
-2% -$13.8K 0.13% 102
2020
Q1 		$687K Sell
7,687
-265
-3% -$23.5K 0.13% 110
2019
Q4 		$694K Sell
7,952
-166
-2% -$14.5K 0.12% 110
2019
Q3 		$714K Sell
8,118
-298
-4% -$26K 0.14% 92
2019
Q2 		$728K Buy
8,416
+11
+0.1% +$929 0.14% 93
2019
Q1 		$705K Sell
8,405
-970
-10% -$79.9K 0.15% 91
2018
Q4 		$762K Buy
+9,375
New +$751K 0.19% 90

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
ZF
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

SNS Financial Group's BIV Position: Q2 2026 in Review

SNS Financial Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 49% in Q2 2026, buying an estimated $230K and bringing the position to 9,121 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #333.

SNS Financial Group first reported a position in BIV in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.94M in Q4 2023. 796 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • SNS Financial Group held 9,121 shares of Vanguard Intermediate-Term Bond ETF worth $700K as of Q2 2026.
  • SNS Financial Group bought 3,000 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $230K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #333 holding.
  • SNS Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • SNS Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $5.94M in Q4 2023.
  • 796 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.