Center for Financial Planning’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Center for 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
2025 Q2	–	Sell	-308	Closed	-$23.6K	–	656
2025 Q1	$23.6K	Buy	+308	New	+$23.2K	﹤0.01%	374
2024 Q4	–	Sell	-3,650	Closed	-$286K	–	679
2024 Q3	$286K	Hold	3,650	–	–	0.04%	126
2024 Q2	$273K	Hold	3,650	–	–	0.04%	126
2024 Q1	$275K	Hold	3,650	–	–	0.04%	127
2023 Q4	$279K	Hold	3,650	–	–	0.05%	119
2023 Q3	$264K	Hold	3,650	–	–	0.06%	114
2023 Q2	$275K	Hold	3,650	–	–	0.06%	118
2023 Q1	$280K	Hold	3,650	–	–	0.06%	111
2022 Q4	$271K	Hold	3,650	–	–	0.07%	113
2022 Q3	$268K	Hold	3,650	–	–	0.07%	100
2022 Q2	$283K	Sell	3,650 -1,953	-35%	-$153K	0.07%	105
2022 Q1	$459K	Buy	+5,603	New	+$473K	0.09%	82

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Center for Financial Planning's BIV Position: Q2 2025 in Review

Center for Financial Planning sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 308 shares — an estimated $23.6K sold.

Center for Financial Planning first reported a position in BIV in Q1 2022 and held it in 12 quarters. The position peaked at $459K in Q1 2022. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

Center for Financial Planning reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 308 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $23.6K.
Center for Financial Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and held it in 12 quarters.
Center for Financial Planning's Vanguard Intermediate-Term Bond ETF position peaked at $459K in Q1 2022.
931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.