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Smithfield Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Smithfield Trust’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 		$17.3M Sell
224,670
-2,613
-1% -$203K 0.76% 26
2025
Q4 		$17.7M Buy
227,283
+7,034
+3% +$550K 0.78% 25
2025
Q3 		$17.2M Buy
220,249
+1,320
+0.6% +$102K 0.77% 26
2025
Q2 		$16.9M Sell
218,929
-11,751
-5% -$895K 0.8% 25
2025
Q1 		$17.7M Sell
230,680
-20,583
-8% -$1.55M 0.89% 23
2024
Q4 		$18.8M Sell
251,263
-718
-0.3% -$54.6K 0.94% 22
2024
Q3 		$19.7M Buy
251,981
+16,827
+7% +$1.3M 0.97% 21
2024
Q2 		$17.6M Buy
235,154
+29,763
+14% +$2.21M 0.92% 22
2024
Q1 		$15.5M Buy
205,391
+30,759
+18% +$2.32M 0.82% 29
2023
Q4 		$13.3M Buy
174,632
+3,892
+2% +$285K 0.75% 30
2023
Q3 		$12.3M Buy
170,740
+4,165
+3% +$308K 0.76% 30
2023
Q2 		$12.5M Buy
166,575
+10,639
+7% +$810K 0.76% 28
2023
Q1 		$12M Sell
155,936
-460
-0.3% -$34.8K 0.77% 27
2022
Q4 		$11.6M Buy
156,396
+18,118
+13% +$1.34M 0.78% 27
2022
Q3 		$10.2M Sell
138,278
-123,499
-47% -$9.55M 0.73% 28
2022
Q2 		$20.3M Sell
261,777
-57,156
-18% -$4.48M 1.43% 18
2022
Q1 		$26.1M Sell
318,933
-22,640
-7% -$1.91M 1.68% 15
2021
Q4 		$29.9M Sell
341,573
-10,627
-3% -$943K 1.85% 15
2021
Q3 		$31.5M Sell
352,200
-16,073
-4% -$1.46M 2.08% 12
2021
Q2 		$33.1M Buy
368,273
+41,769
+13% +$3.73M 2.2% 11
2021
Q1 		$29M Buy
326,504
+72,865
+29% +$6.62M 2% 12
2020
Q4 		$23.6M Sell
253,639
-7,625
-3% -$710K 1.71% 12
2020
Q3 		$24.4M Sell
261,264
-11,603
-4% -$1.09M 1.99% 12
2020
Q2 		$25.4M Sell
272,867
-7,685
-3% -$703K 2.29% 11
2020
Q1 		$25.1M Buy
280,552
+16,172
+6% +$1.43M 2.63% 10
2019
Q4 		$23.1M Buy
264,380
+32,917
+14% +$2.88M 2.14% 11
2019
Q3 		$20.4M Buy
231,463
+61,618
+36% +$5.38M 2.02% 13
2019
Q2 		$14.7M Buy
169,845
+97,884
+136% +$8.27M 1.52% 15
2019
Q1 		$6.04M Buy
71,961
+70,819
+6,201% +$5.83M 0.65% 27
2018
Q4 		$93K Sell
1,142
-8,258
-88% -$661K 0.01% 364
2018
Q3 		$756K Sell
9,400
-10,688
-53% -$864K 0.08% 124
2018
Q2 		$1.63M Sell
20,088
-55,780
-74% -$4.51M 0.19% 73
2018
Q1 		$6.2M Buy
75,868
+40,223
+113% +$3.3M 0.75% 26
2017
Q4 		$2.99M Buy
35,645
+7,938
+29% +$669K 0.36% 48
2017
Q3 		$2.35M Sell
27,707
-2,013
-7% -$171K 0.32% 53
2017
Q2 		$2.51M Buy
29,720
+308
+1% +$26K 0.37% 46
2017
Q1 		$2.46M Sell
29,412
-14,671
-33% -$1.22M 0.39% 45
2016
Q4 		$3.66M Buy
44,083
+41,687
+1,740% +$3.54M 0.61% 30
2016
Q3 		$210K Hold
2,396
– – 0.04% 267
2016
Q2 		$211K Hold
2,396
– – 0.04% 263
2016
Q1 		$206K Hold
2,396
– – 0.04% 269
2015
Q4 		$199K Sell
2,396
-40
-2% -$3.37K 0.04% 270
2015
Q3 		$206K Hold
2,436
– – 0.04% 262
2015
Q2 		$204K Hold
2,436
– – 0.04% 283
2015
Q1 		$210K Sell
2,436
-440
-15% -$37.8K 0.04% 305
2014
Q4 		$243K Hold
2,876
– – 0.05% 267
2014
Q3 		$242K Hold
2,876
– – 0.05% 269
2014
Q2 		$243K Buy
2,876
+226
+9% +$19K 0.05% 277
2014
Q1 		$221K Sell
2,650
-30
-1% -$2.5K 0.04% 318
2013
Q4 		$219K Sell
2,680
-30
-1% -$2.5K 0.04% 312
2013
Q3 		$226K Hold
2,710
– – 0.05% 289
2013
Q2 		$226K Buy
+2,710
New +$235K 0.05% 273

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Smithfield Trust's BIV Position: Q1 2026 in Review

Smithfield Trust reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.1% in Q1 2026, selling an estimated $203K and leaving 224,670 shares worth $17.3M. The position accounts for 0.76% of the portfolio, ranked #26.

Smithfield Trust first reported a position in BIV in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.1M in Q2 2021. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Smithfield Trust held 224,670 shares of Vanguard Intermediate-Term Bond ETF worth $17.3M as of Q1 2026.
  • Smithfield Trust sold 2,613 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $203K.
  • Vanguard Intermediate-Term Bond ETF made up 0.76% of Smithfield Trust's portfolio in Q1 2026, its #26 holding.
  • Smithfield Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Smithfield Trust's Vanguard Intermediate-Term Bond ETF position peaked at $33.1M in Q2 2021.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.