Smallwood Wealth Investment Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1921304
RED BANK, NJ
Position in BIV
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$317,364
-$19,934 QoQ
Shares Held
4,112
-5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $317,364 | 4,112 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $337,298 | 4,331 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $411,924 | 5,275 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $407,968 | 5,275 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $423,355 | 5,529 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $450,995 | 6,035 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,121,085 | 39,825 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,164,402 | 42,254 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,283,142 | 43,543 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,410,214 | 44,648 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,300,228 | 45,640 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,441,245 | 45,743 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $4,346,630 | 56,641 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,212,308 | 56,678 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,186,082 | 56,969 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||