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Vanguard Intermediate-Term Bond ETF shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Vanguard Intermediate-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate-Term Bond ETF held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $337k 4.3k 77.88
2025-09-30 $412k 5.3k 78.09
2025-06-30 $408k 5.3k 77.34
2025-03-31 $423k 5.5k 76.57
2024-12-31 $451k 6.0k 74.73
2024-09-30 $3.1M 40k 78.37
2024-06-30 $3.2M 42k 74.89
2024-03-31 $3.3M 44k 75.40
2023-12-31 $3.4M 45k 76.38
2023-09-30 $3.3M 46k 72.31
2023-06-30 $3.4M 46k 75.23
2023-03-31 $4.3M 57k 76.74
2022-12-31 $4.2M 57k 74.32
2022-09-30 $4.2M 57k 73.48