Smith Partners Wealth Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2111036
GREENSBORO, NC
Position in BIV
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,246,478
-$442,406 QoQ
Shares Held
29,107
-15.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,246,478 | 29,107 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,688,884 | 34,526 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||