Smith Partners Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Smith Partners Wealth 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 Q2	$1.34M	Sell	17,482 -11,625	-40%	-$892K	1.07%	24
2026 Q1	$2.25M	Sell	29,107 -5,419	-16%	-$422K	2.01%	14
2025 Q4	$2.69M	Buy	+34,526	New	+$2.7M	2.47%	12

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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 $445B AUM 25.58% 1-Year Est. Return

Smith Partners Wealth Management's BIV Position: Q2 2026 in Review

Smith Partners Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 40% in Q2 2026, selling an estimated $892K and leaving 17,482 shares worth $1.34M. The position accounts for 1.07% of the portfolio, ranked #24.

Smith Partners Wealth Management first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.69M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Smith Partners Wealth Management held 17,482 shares of Vanguard Intermediate-Term Bond ETF worth $1.34M as of Q2 2026.
Smith Partners Wealth Management sold 11,625 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $892K.
Vanguard Intermediate-Term Bond ETF made up 1.07% of Smith Partners Wealth Management's portfolio in Q2 2026, its #24 holding.
Smith Partners Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
Smith Partners Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.69M in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.