Smartleaf Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Smartleaf Asset 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 Q1	$4.06M	Buy	52,839 +1,943	+4%	+$151K	0.15%	123
2025 Q4	$3.98M	Buy	50,896 +24,169	+90%	+$1.89M	0.15%	122
2025 Q3	$2.09M	Buy	26,727 +334	+1%	+$25.9K	0.13%	175
2025 Q2	$2.03M	Buy	26,393 +227	+0.9%	+$17.3K	0.18%	115
2025 Q1	$2M	Buy	26,166 +1,077	+4%	+$81.2K	0.19%	114
2024 Q4	$1.88M	Buy	25,089 +1,288	+5%	+$97.9K	0.19%	119
2024 Q3	$1.87M	Buy	23,801 +154	+0.7%	+$11.9K	0.23%	99
2024 Q2	$1.78M	Sell	23,647 -12,057	-34%	-$896K	0.29%	75
2024 Q1	$2.7M	Sell	35,704 -2,372	-6%	-$179K	0.52%	40
2023 Q4	$2.92M	Buy	+38,076	New	+$2.79M	0.78%	27

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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 $377B AUM 19.32% 1-Year Est. Return

Smartleaf Asset Management's BIV Position: Q1 2026 in Review

Smartleaf Asset Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.8% in Q1 2026, buying an estimated $151K and bringing the position to 52,839 shares worth $4.06M. The position accounts for 0.15% of the portfolio, ranked #123.

Smartleaf Asset Management first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Smartleaf Asset Management held 52,839 shares of Vanguard Intermediate-Term Bond ETF worth $4.06M as of Q1 2026.
Smartleaf Asset Management bought 1,943 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $151K.
Vanguard Intermediate-Term Bond ETF made up 0.15% of Smartleaf Asset Management's portfolio in Q1 2026, its #123 holding.
Smartleaf Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.