Sheets Smith Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sheets Smith Wealth Management’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	$1.08M	Sell	14,139 -368	-3%	-$28.3K	0.11%	188
2026 Q1	$1.12M	Sell	14,507 -380	-3%	-$29.6K	0.13%	170
2025 Q4	$1.16M	Sell	14,887 -694	-4%	-$54.3K	0.13%	160
2025 Q3	$1.22M	Sell	15,581 -118	-0.8%	-$9.13K	0.14%	150
2025 Q2	$1.21M	Hold	15,699	–	–	0.14%	140
2025 Q1	$1.2M	Sell	15,699 -10,345	-40%	-$780K	0.15%	134
2024 Q4	$1.95M	Hold	26,044	–	–	0.24%	98
2024 Q3	$2.04M	Sell	26,044 -1,191	-4%	-$91.8K	0.25%	96
2024 Q2	$2.04M	Sell	27,235 -9,017	-25%	-$670K	0.24%	99
2024 Q1	$2.73M	Sell	36,252 -2,517	-6%	-$190K	0.31%	82
2023 Q4	$2.96M	Sell	38,769 -272	-0.7%	-$19.9K	0.42%	64
2023 Q3	$2.82M	Buy	39,041 +11,797	+43%	+$873K	0.43%	59
2023 Q2	$2.05M	Buy	+27,244	New	+$2.07M	0.3%	84

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sheets Smith Wealth Management's BIV Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.5% in Q2 2026, selling an estimated $28.3K and leaving 14,139 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #188.

Sheets Smith Wealth Management first reported a position in BIV in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.96M in Q4 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Sheets Smith Wealth Management held 14,139 shares of Vanguard Intermediate-Term Bond ETF worth $1.08M as of Q2 2026.
Sheets Smith Wealth Management sold 368 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $28.3K.
Vanguard Intermediate-Term Bond ETF made up 0.11% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #188 holding.
Sheets Smith Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
Sheets Smith Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.96M in Q4 2023.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.