Southern Michigan Bank & Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Southern Michigan Bank & 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 Q2	$33.3M	Buy	433,842 +69	+0%	+$5.3K	11.83%	3
2026 Q1	$33.5M	Buy	+433,773	New	+$33.8M	12.85%	2

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Southern Michigan Bank & Trust's BIV Position: Q2 2026 in Review

Southern Michigan Bank & Trust increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.02% in Q2 2026, buying an estimated $5.3K and bringing the position to 433,842 shares worth $33.3M. The position accounts for 11.83% of the portfolio, ranked #3.

Southern Michigan Bank & Trust first reported a position in BIV in Q1 2026 and has held it in 2 quarters since. The position peaked at $33.5M in Q1 2026. 988 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Southern Michigan Bank & Trust held 433,842 shares of Vanguard Intermediate-Term Bond ETF worth $33.3M as of Q2 2026.
Southern Michigan Bank & Trust bought 69 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $5.3K.
Vanguard Intermediate-Term Bond ETF made up 11.83% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #3 holding.
Southern Michigan Bank & Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
Southern Michigan Bank & Trust's Vanguard Intermediate-Term Bond ETF position peaked at $33.5M in Q1 2026.
988 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.