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Sunesis Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sunesis Advisors’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 		$5.94M Buy
77,398
+3
+0% +$230 2.45% 7
2026
Q1 		$5.97M Sell
77,395
-8,131
-10% -$633K 2.7% 7
2025
Q4 		$6.66M Buy
85,526
+2,582
+3% +$202K 3.02% 6
2025
Q3 		$6.48M Buy
+82,944
New +$6.42M 3.03% 6
2025
Q1 		$6.61M Buy
86,286
+9
+0% +$679 3.58% 7
2024
Q4 		$6.45M Buy
86,277
+16,780
+24% +$1.28M 3.92% 6
2024
Q3 		$5.45M Buy
69,497
+1,514
+2% +$117K 3.28% 5
2024
Q2 		$5.09M Buy
67,983
+299
+0.4% +$22.2K 3.03% 6
2024
Q1 		$5.1M Buy
67,684
+11,904
+21% +$897K 2.99% 7
2023
Q4 		$4.26M Buy
+55,780
New +$4.09M 2.6% 7
2022
Q3 		– Sell
-35,349
Closed -$2.75M – 40
2022
Q2 		$2.75M Buy
35,349
+1,143
+3% +$89.6K 1.78% 11
2022
Q1 		$2.8M Hold
34,206
– – 1.62% 11
2021
Q4 		$3M Hold
34,206
– – 2.2% 7
2021
Q3 		$3.06M Hold
34,206
– – 2.36% 8
2021
Q2 		$3.08M Hold
34,206
– – 2.36% 8
2021
Q1 		$3.04M Hold
34,206
– – 2.43% 8
2020
Q4 		$3.18M Hold
34,206
– – 2.57% 8
2020
Q3 		$3.2M Hold
34,206
– – 2.84% 8
2020
Q2 		$3.19M Buy
34,206
+2
+0% +$183 2.93% 8
2020
Q1 		$3.06M Hold
34,204
– – 3.07% 9
2019
Q4 		$2.98M Buy
34,204
+1
+0% +$88 2.72% 8
2019
Q3 		$3.01M Hold
34,203
– – 3.12% 7
2019
Q2 		$2.96M Hold
34,203
– – 3.17% 6
2019
Q1 		$2.87M Hold
34,203
– – 2.89% 7
2018
Q4 		$2.78M Hold
34,203
– – 3.03% 8
2018
Q3 		$2.75M Sell
34,203
-1,228
-3% -$99.3K 2.78% 9
2018
Q2 		$2.87M Buy
+35,431
New +$2.86M 3.52% 7

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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

Sunesis Advisors's BIV Position: Q2 2026 in Review

Sunesis Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0% in Q2 2026, buying an estimated $230 and bringing the position to 77,398 shares worth $5.94M. The position accounts for 2.45% of the portfolio, ranked #7.

Sunesis Advisors first reported a position in BIV in Q2 2018 and has held it in 27 quarters since. The position peaked at $6.66M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Sunesis Advisors held 77,398 shares of Vanguard Intermediate-Term Bond ETF worth $5.94M as of Q2 2026.
  • Sunesis Advisors bought 3 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $230.
  • Vanguard Intermediate-Term Bond ETF made up 2.45% of Sunesis Advisors's portfolio in Q2 2026, its #7 holding.
  • Sunesis Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2018 and has held it in 27 quarters since.
  • Sunesis Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $6.66M in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.