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Smallwood Wealth Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Smallwood Wealth Investment 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 		$312K Sell
4,066
-46
-1% -$3.53K 0.14% 73
2026
Q1 		$317K Sell
4,112
-219
-5% -$17K 0.17% 62
2025
Q4 		$337K Sell
4,331
-944
-18% -$73.8K 0.18% 60
2025
Q3 		$412K Hold
5,275
– – 0.21% 57
2025
Q2 		$408K Sell
5,275
-254
-5% -$19.3K 0.23% 50
2025
Q1 		$423K Sell
5,529
-506
-8% -$38.2K 0.27% 48
2024
Q4 		$451K Sell
6,035
-33,790
-85% -$2.57M 0.31% 44
2024
Q3 		$3.12M Sell
39,825
-2,429
-6% -$187K 2.23% 10
2024
Q2 		$3.16M Sell
42,254
-1,289
-3% -$95.8K 2.44% 9
2024
Q1 		$3.28M Sell
43,543
-1,105
-2% -$83.3K 2.55% 10
2023
Q4 		$3.41M Sell
44,648
-992
-2% -$72.7K 2.82% 8
2023
Q3 		$3.3M Sell
45,640
-103
-0.2% -$7.62K 3% 8
2023
Q2 		$3.44M Sell
45,743
-10,898
-19% -$830K 3.07% 8
2023
Q1 		$4.35M Sell
56,641
-37
-0.1% -$2.8K 4.12% 5
2022
Q4 		$4.21M Sell
56,678
-291
-0.5% -$21.6K 3.56% 5
2022
Q3 		$4.19M Buy
+56,969
New +$4.41M 3.76% 5

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
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Smallwood Wealth Investment Management's BIV Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.1% in Q2 2026, selling an estimated $3.53K and leaving 4,066 shares worth $312K. The position accounts for 0.14% of the portfolio, ranked #73.

Smallwood Wealth Investment Management first reported a position in BIV in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.35M in Q1 2023. 613 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Smallwood Wealth Investment Management held 4,066 shares of Vanguard Intermediate-Term Bond ETF worth $312K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 46 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $3.53K.
  • Vanguard Intermediate-Term Bond ETF made up 0.14% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #73 holding.
  • Smallwood Wealth Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Smallwood Wealth Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $4.35M in Q1 2023.
  • 613 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.