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Smart Money Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Smart Money Group’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 		$9.89M Buy
128,920
+10,564
+9% +$811K 2.54% 3
2026
Q1 		$9.13M Buy
118,356
+18,835
+19% +$1.47M 2.66% 3
2025
Q4 		$7.75M Buy
99,521
+17,179
+21% +$1.34M 2.26% 4
2025
Q3 		$6.43M Buy
82,342
+31,062
+61% +$2.4M 1.9% 6
2025
Q2 		$3.97M Buy
51,280
+6,076
+13% +$463K 1.24% 9
2025
Q1 		$3.46M Buy
45,204
+8,154
+22% +$615K 1.18% 11
2024
Q4 		$2.77M Buy
37,050
+4,712
+15% +$358K 0.96% 30
2024
Q3 		$2.45M Buy
32,338
+1,531
+5% +$118K 0.88% 32
2024
Q2 		$2.36M Buy
30,807
+568
+2% +$42.2K 0.84% 31
2024
Q1 		$2.22M Buy
30,239
+2,166
+8% +$163K 0.86% 31
2023
Q4 		$2.14M Buy
28,073
+383
+1% +$28.1K 0.93% 26
2023
Q3 		$2M Sell
27,690
-4,371
-14% -$323K 0.95% 26
2023
Q2 		$2.41M Sell
32,061
-15,890
-33% -$1.21M 1.15% 26
2023
Q1 		$3.7M Buy
+47,951
New +$3.63M 1.86% 18
2022
Q2 		– Sell
-42,380
Closed -$3.47M – 48
2022
Q1 		$3.47M Buy
42,380
+25,717
+154% +$2.17M 2.33% 12
2021
Q4 		$1.46M Buy
+16,663
New +$1.48M 0.93% 29

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

Smart Money Group's BIV Position: Q2 2026 in Review

Smart Money Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.9% in Q2 2026, buying an estimated $811K and bringing the position to 128,920 shares worth $9.89M. The position accounts for 2.54% of the portfolio, ranked #3.

Smart Money Group first reported a position in BIV in Q4 2021 and has held it in 16 quarters since. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Smart Money Group held 128,920 shares of Vanguard Intermediate-Term Bond ETF worth $9.89M as of Q2 2026.
  • Smart Money Group bought 10,564 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $811K.
  • Vanguard Intermediate-Term Bond ETF made up 2.54% of Smart Money Group's portfolio in Q2 2026, its #3 holding.
  • Smart Money Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.