Compass Planning Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Compass Planning Associates’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	$29.9M	Buy	390,104 +28,507	+8%	+$2.19M	16.18%	2
2026 Q1	$27.9M	Buy	361,597 +19,142	+6%	+$1.49M	17.85%	2
2025 Q4	$26.7M	Buy	342,455 +172,008	+101%	+$13.5M	18.47%	1
2025 Q3	$13.3M	Buy	170,447 +77,625	+84%	+$6.01M	12.21%	3
2025 Q2	$7.18M	Buy	92,822 +23,260	+33%	+$1.77M	6.59%	5
2025 Q1	$5.33M	Sell	69,562 -29,436	-30%	-$2.22M	5.38%	6
2024 Q4	$7.4M	Buy	+98,998	New	+$7.53M	7.51%	5

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

Compass Planning Associates's BIV Position: Q2 2026 in Review

Compass Planning Associates increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.9% in Q2 2026, buying an estimated $2.19M and bringing the position to 390,104 shares worth $29.9M. The position accounts for 16.18% of the portfolio, ranked #2.

Compass Planning Associates first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Compass Planning Associates held 390,104 shares of Vanguard Intermediate-Term Bond ETF worth $29.9M as of Q2 2026.
Compass Planning Associates bought 28,507 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.19M.
Vanguard Intermediate-Term Bond ETF made up 16.18% of Compass Planning Associates's portfolio in Q2 2026, its #2 holding.
Compass Planning Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Compass Planning Associates's 13F filing for Q2 2026, filed 27 Jul 2026.