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

Comprehensive 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	$2.84K	Hold	37	–	–	﹤0.01%	342
2026 Q1	$2.85K	Hold	37	–	–	﹤0.01%	324
2025 Q4	$2.88K	Hold	37	–	–	﹤0.01%	343
2025 Q3	$2.89K	Hold	37	–	–	﹤0.01%	294
2025 Q2	$2.86K	Hold	37	–	–	﹤0.01%	282
2025 Q1	$2.83K	Hold	37	–	–	﹤0.01%	275
2024 Q4	$2.77K	Buy	+37	New	+$2.81K	﹤0.01%	305

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

Comprehensive Financial Planning's BIV Position: Q2 2026 in Review

Comprehensive Financial Planning held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 37 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Comprehensive Financial Planning first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.89K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Comprehensive Financial Planning held 37 shares of Vanguard Intermediate-Term Bond ETF worth $2.84K as of Q2 2026.
Comprehensive Financial Planning left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #342 holding.
Comprehensive Financial Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Vanguard Intermediate-Term Bond ETF position peaked at $2.89K in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.