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Avantax Planning Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Avantax Planning Partners’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 		$8.5M Sell
110,820
-2,114
-2% -$162K 0.21% 75
2026
Q1 		$8.72M Buy
112,934
+5,786
+5% +$450K 0.24% 72
2025
Q4 		$8.34M Sell
107,148
-3,475
-3% -$272K 0.23% 69
2025
Q3 		$8.64M Sell
110,623
-5,138
-4% -$398K 0.25% 66
2025
Q2 		$8.95M Sell
115,761
-3,281
-3% -$250K 0.28% 63
2025
Q1 		$9.12M Buy
119,042
+6,735
+6% +$508K 0.32% 50
2024
Q4 		$8.39M Sell
112,307
-3,212
-3% -$244K 0.3% 56
2024
Q3 		$9.05M Sell
115,519
-20,805
-15% -$1.6M 0.32% 51
2024
Q2 		$10.2M Sell
136,324
-24,112
-15% -$1.79M 0.33% 53
2024
Q1 		$12.1M Sell
160,436
-4,594
-3% -$346K 0.39% 43
2023
Q4 		$12.6M Buy
165,030
+162,050
+5,438% +$11.9M 0.48% 31
2023
Q3 		$215K Buy
+2,980
New +$220K 0.01% 335
2021
Q1 		– Sell
-2,230
Closed -$207K – 316
2020
Q4 		$207K Buy
2,230
+6
+0.3% +$559 0.01% 270
2020
Q3 		$208K Buy
2,224
+2
+0.1% +$187 0.01% 280
2020
Q2 		$207K Buy
+2,222
New +$203K 0.01% 263
2018
Q4 		– Sell
-1,556
Closed -$125K – 384
2018
Q3 		$125K Buy
+1,556
New +$126K 0.01% 300
2018
Q2 		– Sell
-3,427
Closed -$280K – 380
2018
Q1 		$280K Buy
+3,427
New +$281K 0.02% 239
2017
Q4 		– Sell
-8,000
Closed -$677K – 313
2017
Q3 		$677K Buy
8,000
+1,722
+27% +$146K 0.05% 163
2017
Q2 		$531K Buy
6,278
+934
+17% +$78.9K 0.04% 183
2017
Q1 		$447K Buy
5,344
+832
+18% +$69.3K 0.04% 195
2016
Q4 		$375K Buy
+4,512
New +$383K 0.04% 200

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avantax Planning Partners's BIV Position: Q2 2026 in Review

Avantax Planning Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.9% in Q2 2026, selling an estimated $162K and leaving 110,820 shares worth $8.5M. The position accounts for 0.21% of the portfolio, ranked #75.

Avantax Planning Partners first reported a position in BIV in Q4 2016 and has held it in 21 quarters since. The position peaked at $12.6M in Q4 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Avantax Planning Partners held 110,820 shares of Vanguard Intermediate-Term Bond ETF worth $8.5M as of Q2 2026.
  • Avantax Planning Partners sold 2,114 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $162K.
  • Vanguard Intermediate-Term Bond ETF made up 0.21% of Avantax Planning Partners's portfolio in Q2 2026, its #75 holding.
  • Avantax Planning Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and has held it in 21 quarters since.
  • Avantax Planning Partners's Vanguard Intermediate-Term Bond ETF position peaked at $12.6M in Q4 2023.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.