Smith, Moore & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Smith, Moore & Co’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	$641K	Buy	8,303 +305	+4%	+$23.7K	0.05%	282
2025 Q4	$623K	Buy	7,998 +1,931	+32%	+$151K	0.05%	291
2025 Q3	$474K	Buy	6,067 +433	+8%	+$33.5K	0.04%	318
2025 Q2	$436K	Buy	5,634 +1,079	+24%	+$82.2K	0.04%	324
2025 Q1	$349K	Sell	4,555 -105	-2%	-$7.92K	0.03%	342
2024 Q4	$348K	Buy	4,660 +567	+14%	+$43.1K	0.03%	343
2024 Q3	$321K	Sell	4,093 -101	-2%	-$7.79K	0.03%	352
2024 Q2	$314K	Buy	4,194 +77	+2%	+$5.72K	0.03%	344
2024 Q1	$310K	Sell	4,117 -59	-1%	-$4.45K	0.03%	340
2023 Q4	$319K	Sell	4,176 -527	-11%	-$38.6K	0.04%	319
2023 Q3	$340K	Buy	4,703 +223	+5%	+$16.5K	0.04%	291
2023 Q2	$337K	Buy	4,480 +322	+8%	+$24.5K	0.04%	298
2023 Q1	$319K	Sell	4,158 -427	-9%	-$32.3K	0.04%	297
2022 Q4	$341K	Sell	4,585 -298	-6%	-$22.1K	0.05%	282
2022 Q3	$359K	Sell	4,883 -490	-9%	-$37.9K	0.05%	269
2022 Q2	$417K	Sell	5,373 -706	-12%	-$55.4K	0.06%	243
2022 Q1	$498K	Buy	6,079 +202	+3%	+$17.1K	0.07%	239
2021 Q4	$515K	Buy	5,877 +1,011	+21%	+$89.7K	0.07%	239
2021 Q3	$435K	Buy	4,866 +178	+4%	+$16.1K	0.07%	248
2021 Q2	$422K	Buy	4,688 +486	+12%	+$43.4K	0.06%	256
2021 Q1	$373K	Buy	4,202 +109	+3%	+$9.9K	0.06%	267
2020 Q4	$380K	Sell	4,093 -34	-0.8%	-$3.17K	0.07%	230
2020 Q3	$386K	Buy	4,127 +16	+0.4%	+$1.5K	0.08%	226
2020 Q2	$383K	Sell	4,111 -70	-2%	-$6.41K	0.08%	211
2020 Q1	$374K	Sell	4,181 -742	-15%	-$65.8K	0.1%	187
2019 Q4	$429K	Sell	4,923 -1,045	-18%	-$91.5K	0.09%	200
2019 Q3	$525K	Sell	5,968 -818	-12%	-$71.5K	0.12%	162
2019 Q2	$587K	Buy	6,786 +1,007	+17%	+$85.1K	0.13%	152
2019 Q1	$485K	Buy	5,779 +388	+7%	+$31.9K	0.12%	174
2018 Q4	$438K	Buy	5,391 +174	+3%	+$13.9K	0.12%	167
2018 Q3	$420K	Buy	5,217 +109	+2%	+$8.81K	0.1%	201
2018 Q2	$414K	Buy	5,108 +758	+17%	+$61.2K	0.1%	185
2018 Q1	$356K	Buy	4,350 +22	+0.5%	+$1.8K	0.1%	200
2017 Q4	$363K	Buy	4,328 +1,164	+37%	+$98.1K	0.1%	200
2017 Q3	$268K	Buy	+3,164	New	+$269K	0.08%	235

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 $1.62B AUM 8.33% 1-Year Est. Return

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

Smith, Moore & Co's BIV Position: Q1 2026 in Review

Smith, Moore & Co increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.8% in Q1 2026, buying an estimated $23.7K and bringing the position to 8,303 shares worth $641K. The position accounts for 0.05% of the portfolio, ranked #282.

Smith, Moore & Co first reported a position in BIV in Q3 2017 and has held it in 35 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Smith, Moore & Co held 8,303 shares of Vanguard Intermediate-Term Bond ETF worth $641K as of Q1 2026.
Smith, Moore & Co bought 305 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $23.7K.
Vanguard Intermediate-Term Bond ETF made up 0.05% of Smith, Moore & Co's portfolio in Q1 2026, its #282 holding.
Smith, Moore & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2017 and has held it in 35 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.