Superior Planning, LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Superior Planning, LLC’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 Q3	$118K	Buy	+1,623	New	+$122K	0.05%	220

Other funds holding BIV

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Superior Planning, LLC's BIV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026: 1,623 shares worth $118K. The stake represents 0.05% of the portfolio and ranks #220 among its holdings.

768 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

Superior Planning, LLC held 1,623 shares of Vanguard Intermediate-Term Bond ETF worth $118K as of Q3 2026.
Vanguard Intermediate-Term Bond ETF was a new Superior Planning, LLC position in Q3 2026.
Vanguard Intermediate-Term Bond ETF made up 0.05% of Superior Planning, LLC's portfolio in Q3 2026, its #220 holding.
768 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.