SMI Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

SMI Advisory Services’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
2025 Q4	–	Sell	-318,471	Closed	-$24.9M	–	63
2025 Q3	$24.9M	Buy	318,471 +3,695	+1%	+$286K	4.7%	5
2025 Q2	$24M	Buy	314,776 +10,366	+3%	+$790K	4.64%	5
2025 Q1	$23.2M	Sell	304,410 -62,738	-17%	-$4.73M	5.25%	5
2024 Q4	$27.1M	Buy	367,148 +12,693	+4%	+$965K	6.25%	5
2024 Q3	$27.4M	Buy	354,455 +6,665	+2%	+$514K	6.07%	5
2024 Q2	$26.2M	Buy	347,790 +14,577	+4%	+$1.08M	6.47%	4
2024 Q1	$24.9M	Buy	333,213 +24,553	+8%	+$1.85M	6.98%	2
2023 Q4	$23.5M	Buy	+308,660	New	+$22.6M	5.95%	5
2021 Q4	–	Sell	-175,705	Closed	-$15.7M	–	35
2021 Q3	$15.7M	Buy	+175,705	New	+$15.9M	7.04%	7

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

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SMI Advisory Services's BIV Position: Q4 2025 in Review

SMI Advisory Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 318,471 shares — an estimated $24.9M sold.

SMI Advisory Services first reported a position in BIV in Q3 2021 and held it in 9 quarters. The position peaked at $27.4M in Q3 2024. 976 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

SMI Advisory Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
SMI Advisory Services sold 318,471 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $24.9M.
SMI Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2021 and held it in 9 quarters.
SMI Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $27.4M in Q3 2024.
976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on SMI Advisory Services's 13F filing for Q4 2025, filed 13 Jan 2026.