SOUTHERN MICHIGAN BANK & TRUST BIV — Vanguard Intermediate Term Bond ETF

Ownership history in SOUTHERN MICHIGAN BANK & TRUST  ·  3 quarters on record

AI Ownership Summary

SOUTHERN MICHIGAN BANK & TRUST reported Vanguard Intermediate Term Bond ETF (BIV) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 12.85% in 2026 Q1. The latest visible filing shows BIV at 11.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SOUTHERN MICHIGAN BANK & TRUST's position in Vanguard Intermediate Term Bond ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

BIV was reported at 11.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.85% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SOUTHERN MICHIGAN BANK & TRUST held BIV — position size vs. price
% of Fund (quarterly)    BIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 437,396 +3,554 +0.8% 11.39% $31.9M 2026-10-19 $73.01
2026 Q2 ADDED — — — 433,842 +69 +0.0% 11.83% $33.3M 2026-07-21 $74.62
2026 Q1 INITIATED — — — 433,773 — — 12.85% $33.5M 2026-04-27 $75.28

FAQ About SOUTHERN MICHIGAN BANK & TRUST and BIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has SOUTHERN MICHIGAN BANK & TRUST reported owning BIV?

SOUTHERN MICHIGAN BANK & TRUST reported BIV across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported BIV position in SOUTHERN MICHIGAN BANK & TRUST's portfolio?

The largest reported portfolio weight for BIV was 12.85% in 2026 Q1.

What is the latest reported BIV position on this page?

The most recent filing on this page is 2026 Q3, when SOUTHERN MICHIGAN BANK & TRUST reported 437,396 shares, equal to 11.39% of portfolio, with an estimated market value of $31.9M.

What does the chart on this BIV ownership page compare?

The chart compares SOUTHERN MICHIGAN BANK & TRUST's quarterly BIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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