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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$105M Buy
1,371,285
+242,860
+22% +$18.6M 0.06% 145
2026
Q1
$87.1M Buy
1,128,425
+76,991
+7% +$5.99M 0.06% 143
2025
Q4
$81.9M Buy
1,051,434
+456,740
+77% +$35.7M 0.06% 138
2025
Q3
$46.4M Sell
594,694
-12,196
-2% -$944K 0.04% 196
2025
Q2
$46.9M Buy
606,890
+104,469
+21% +$7.96M 0.04% 181
2025
Q1
$38.5M Buy
502,421
+166,575
+50% +$12.6M 0.04% 207
2024
Q4
$25.1M Buy
335,846
+289,862
+630% +$22M 0.02% 253
2024
Q3
$3.6M Sell
45,984
-11,211
-20% -$864K ﹤0.01% 776
2024
Q2
$4.28M Sell
57,195
-20,567
-26% -$1.53M ﹤0.01% 681
2024
Q1
$5.86M Buy
77,762
+6,500
+9% +$490K 0.01% 557
2023
Q4
$5.44M Sell
71,262
-3,243
-4% -$238K 0.01% 542
2023
Q3
$5.39M Buy
74,505
+44,687
+150% +$3.31M 0.01% 509
2023
Q2
$2.24M Buy
29,818
+3,154
+12% +$240K ﹤0.01% 764
2023
Q1
$2.05M Buy
26,664
+6,378
+31% +$483K ﹤0.01% 768
2022
Q4
$1.51M Sell
20,286
-7,549
-27% -$559K ﹤0.01% 846
2022
Q3
$2.04M Sell
27,835
-283
-1% -$21.9K ﹤0.01% 694
2022
Q2
$2.18M Sell
28,118
-6,856
-20% -$538K ﹤0.01% 690
2022
Q1
$2.86M Buy
34,974
+198
+0.6% +$16.7K ﹤0.01% 612
2021
Q4
$3.05M Buy
34,776
+3,129
+10% +$278K ﹤0.01% 564
2021
Q3
$2.83M Buy
31,647
+616
+2% +$55.8K 0.01% 573
2021
Q2
$2.79M Sell
31,031
-2,024
-6% -$181K 0.01% 564
2021
Q1
$2.93M Sell
33,055
-4,049
-11% -$368K 0.01% 563
2020
Q4
$3.44M Buy
37,104
+1,448
+4% +$135K 0.01% 473
2020
Q3
$3.33M Buy
35,656
+15,476
+77% +$1.45M 0.01% 407
2020
Q2
$1.88M Sell
20,180
-3,514
-15% -$322K 0.01% 518
2020
Q1
$2.12M Buy
23,694
+663
+3% +$58.8K 0.01% 418
2019
Q4
$2.01M Buy
23,031
+5,262
+30% +$461K 0.01% 515
2019
Q3
$1.56M Sell
17,769
-4,279
-19% -$374K 0.01% 573
2019
Q2
$1.91M Buy
22,048
+3,427
+18% +$289K 0.01% 514
2019
Q1
$1.56M Buy
18,621
+2,310
+14% +$190K 0.01% 554
2018
Q4
$1.33M Sell
16,311
-4,802
-23% -$384K 0.01% 555
2018
Q3
$1.7M Buy
21,113
+2,104
+11% +$170K 0.01% 533
2018
Q2
$1.54M Sell
19,009
-389
-2% -$31.4K 0.01% 543
2018
Q1
$1.59M Sell
19,398
-1,521
-7% -$125K 0.01% 528
2017
Q4
$1.75M Buy
20,919
+3,454
+20% +$291K 0.01% 499
2017
Q3
$1.48M Buy
17,465
+956
+6% +$81.2K 0.01% 555
2017
Q2
$1.4M Sell
16,509
-183
-1% -$15.5K 0.01% 556
2017
Q1
$1.4M Sell
16,692
-2,883
-15% -$240K 0.01% 549
2016
Q4
$1.63M Sell
19,575
-67
-0.3% -$5.69K 0.01% 464
2016
Q3
$1.72M Buy
19,642
+7,185
+58% +$630K 0.01% 424
2016
Q2
$1.1M Sell
12,457
-657
-5% -$56.8K 0.01% 495
2016
Q1
$1.13M Buy
13,114
+2,667
+26% +$226K 0.01% 461
2015
Q4
$868K Buy
10,447
+2,094
+25% +$176K 0.01% 549
2015
Q3
$709K Buy
+8,353
New +$703K 0.01% 594
2015
Q2
Sell
-8,727
Closed -$752K 1302
2015
Q1
$752K Sell
8,727
-1,625
-16% -$139K 0.01% 563
2014
Q4
$877K Buy
10,352
+678
+7% +$57.6K 0.01% 497
2014
Q3
$815K Sell
9,674
-93
-1% -$7.86K 0.01% 475
2014
Q2
$827K Sell
9,767
-1,183
-11% -$99.5K 0.01% 448
2014
Q1
$913K Buy
10,950
+274
+3% +$22.8K 0.01% 397
2013
Q4
$872K Sell
10,676
-7,207
-40% -$601K 0.01% 344
2013
Q3
$1.49M Buy
17,883
+3,927
+28% +$325K 0.03% 192
2013
Q2
$1.17M Buy
+13,956
New +$1.21M 0.03% 204

Other funds holding BIV

Creative Planning's BIV Position: Q2 2026 in Review

Creative Planning increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 22% in Q2 2026, buying an estimated $18.6M and bringing the position to 1,371,285 shares worth $105M. The position accounts for 0.06% of the portfolio, ranked #145.

Creative Planning first reported a position in BIV in Q2 2013 and has held it in 52 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Creative Planning held 1,371,285 shares of Vanguard Intermediate-Term Bond ETF worth $105M as of Q2 2026.
  • Creative Planning bought 242,860 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $18.6M.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of Creative Planning's portfolio in Q2 2026, its #145 holding.
  • Creative Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.