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SMART Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

SMART Wealth’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
2024
Q1 		– Sell
-18,639
Closed -$1.42M – 120
2023
Q4 		$1.42M Buy
18,639
+1,963
+12% +$144K 0.78% 27
2023
Q3 		$1.21M Buy
16,676
+1,096
+7% +$81.1K 0.91% 34
2023
Q2 		$1.17M Buy
15,580
+1,710
+12% +$130K 0.88% 32
2023
Q1 		$1.06M Sell
13,870
-10,217
-42% -$774K 0.94% 34
2022
Q4 		$1.79M Buy
+24,087
New +$1.78M 1.35% 24

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

SMART Wealth's BIV Position: Q1 2024 in Review

SMART Wealth sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2024, closing a stake of 18,639 shares — an estimated $1.42M sold.

SMART Wealth first reported a position in BIV in Q4 2022 and held it in 5 quarters. The position peaked at $1.79M in Q4 2022. 818 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

  • SMART Wealth reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • SMART Wealth sold 18,639 Vanguard Intermediate-Term Bond ETF shares in Q1 2024, an estimated $1.42M.
  • SMART Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 5 quarters.
  • SMART Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $1.79M in Q4 2022.
  • 818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on SMART Wealth's 13F filing for Q1 2024, filed 16 Dec 2024.