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Sunbelt Securities’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sunbelt Securities’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
2021
Q2 		– Sell
-5,128
Closed -$455K – 446
2021
Q1 		$455K Buy
+5,128
New +$466K 0.09% 249

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sunbelt Securities's BIV Position: Q1 2026 in Review

Sunbelt Securities held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 2,677 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #633.

Sunbelt Securities first reported a position in BIV in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.06M in Q2 2020. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Sunbelt Securities held 2,677 shares of Vanguard Intermediate-Term Bond ETF worth $207K as of Q1 2026.
  • Sunbelt Securities left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #633 holding.
  • Sunbelt Securities first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 33 quarters since.
  • Sunbelt Securities's Vanguard Intermediate-Term Bond ETF position peaked at $1.06M in Q2 2020.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.