Sunflower Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sunflower Bank’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
2022 Q4	–	Sell	-4,702	Closed	-$346K	–	112
2022 Q3	$346K	Sell	4,702 -50,201	-91%	-$3.88M	0.08%	87
2022 Q2	$4.26M	Sell	54,903 -9,840	-15%	-$772K	0.84%	17
2022 Q1	$5.3M	Sell	64,743 -11,538	-15%	-$974K	0.72%	21
2021 Q4	$6.68M	Sell	76,281 -2,556	-3%	-$227K	0.9%	17
2021 Q3	$7.05M	Sell	78,837 -2,847	-3%	-$258K	0.99%	17
2021 Q2	$7.35M	Sell	81,684 -10,308	-11%	-$921K	1.13%	18
2021 Q1	$8.16M	Sell	91,992 -338	-0.4%	-$30.7K	1.34%	17
2020 Q4	$8.57M	Sell	92,330 -4,686	-5%	-$436K	1.47%	16
2020 Q3	$9.07M	Sell	97,016 -23,778	-20%	-$2.23M	3.6%	10
2020 Q2	$11.3M	Buy	+120,794	New	+$11.1M	4.46%	6

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Sunflower Bank's BIV Position: Q4 2022 in Review

Sunflower Bank sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022, closing a stake of 4,702 shares — an estimated $346K sold.

Sunflower Bank first reported a position in BIV in Q2 2020 and held it in 10 quarters. The position peaked at $11.3M in Q2 2020. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

Sunflower Bank reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Sunflower Bank sold 4,702 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $346K.
Sunflower Bank first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 10 quarters.
Sunflower Bank's Vanguard Intermediate-Term Bond ETF position peaked at $11.3M in Q2 2020.
688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Sunflower Bank's 13F filing for Q4 2022, filed 19 Jan 2023.