Action Point Financial Planning’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Action Point Financial Planning’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 Q2	$416K	Buy	+5,420	New	+$416K	0.04%	292

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Action Point Financial Planning's BIV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 5,420 shares worth $416K. The stake represents 0.04% of the portfolio and ranks #292 among its holdings.

1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Action Point Financial Planning held 5,420 shares of Vanguard Intermediate-Term Bond ETF worth $416K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Action Point Financial Planning position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #292 holding.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.