BHFP
BIV icon

Blom & Howell Financial Planning’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Blom & Howell 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 		$4.91M Buy
63,985
+12,915
+25% +$991K 4.09% 8
2026
Q1 		$3.94M Buy
51,070
+17,108
+50% +$1.33M 3.87% 9
2025
Q4 		$2.64M Buy
+33,962
New +$2.66M 2.63% 13

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

Blom & Howell Financial Planning's BIV Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 25% in Q2 2026, buying an estimated $991K and bringing the position to 63,985 shares worth $4.91M. The position accounts for 4.09% of the portfolio, ranked #8.

Blom & Howell Financial Planning first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Blom & Howell Financial Planning held 63,985 shares of Vanguard Intermediate-Term Bond ETF worth $4.91M as of Q2 2026.
  • Blom & Howell Financial Planning bought 12,915 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $991K.
  • Vanguard Intermediate-Term Bond ETF made up 4.09% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #8 holding.
  • Blom & Howell Financial Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.