Cornerstone Planning Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cornerstone Planning Group’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	$46.1M	Buy	609,041 +23,947	+4%	+$1.84M	5.8%	4
2026 Q1	$44.9M	Buy	585,094 +54,153	+10%	+$4.22M	5.99%	4
2025 Q4	$41.3M	Buy	530,941 +530,863	+680,594%	+$41.5M	6.44%	4
2025 Q3	$6.67K	Sell	78 -511,242	-100%	-$39.6M	﹤0.01%	874
2025 Q2	$39.6M	Buy	511,320 +34,964	+7%	+$2.66M	8.08%	3
2025 Q1	$36.1M	Buy	476,356 +18,263	+4%	+$1.38M	8.64%	3
2024 Q4	$34.5M	Buy	458,093 +262,804	+135%	+$20M	8.46%	3
2024 Q3	$14.9M	Buy	195,289 +12,890	+7%	+$994K	3.93%	6
2024 Q2	$14.1M	Buy	182,399 +11,059	+6%	+$822K	4.05%	6
2024 Q1	$12.7M	Buy	171,340 +10,606	+7%	+$799K	3.95%	6
2023 Q4	$12.3M	Buy	160,734 +13,425	+9%	+$983K	4.05%	6
2023 Q3	$10.7M	Buy	147,309 +16,094	+12%	+$1.19M	4.06%	6
2023 Q2	$9.87M	Buy	+131,215	New	+$9.99M	3.9%	6
2022 Q4	$7.72M	Buy	+100,025	New	+$7.41M	3.23%	6

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

Cornerstone Planning Group's BIV Position: Q2 2026 in Review

Cornerstone Planning Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.1% in Q2 2026, buying an estimated $1.84M and bringing the position to 609,041 shares worth $46.1M. The position accounts for 5.8% of the portfolio, ranked #4.

Cornerstone Planning Group first reported a position in BIV in Q4 2022 and has held it in 14 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Cornerstone Planning Group held 609,041 shares of Vanguard Intermediate-Term Bond ETF worth $46.1M as of Q2 2026.
Cornerstone Planning Group bought 23,947 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.84M.
Vanguard Intermediate-Term Bond ETF made up 5.8% of Cornerstone Planning Group's portfolio in Q2 2026, its #4 holding.
Cornerstone Planning Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.