SMG
BIV icon

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
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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Smart Money Group's BIV Position: Q1 2026 in Review

Smart Money Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 19% in Q1 2026, buying an estimated $1.47M and bringing the position to 118,356 shares worth $9.13M. The position accounts for 2.66% of the portfolio, ranked #3.

Smart Money Group first reported a position in BIV in Q4 2021 and has held it in 15 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Smart Money Group held 118,356 shares of Vanguard Intermediate-Term Bond ETF worth $9.13M as of Q1 2026.
  • Smart Money Group bought 18,835 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.47M.
  • Vanguard Intermediate-Term Bond ETF made up 2.66% of Smart Money Group's portfolio in Q1 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 15 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.