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

Holistic 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	$2.3M	Buy	30,007 +111	+0.4%	+$8.52K	0.36%	63
2026 Q1	$2.31M	Buy	29,896 +5,159	+21%	+$402K	0.46%	45
2025 Q4	$1.93M	Buy	24,737 +15,485	+167%	+$1.21M	0.41%	51
2025 Q3	$722K	Sell	9,252 -442	-5%	-$34.2K	0.19%	93
2025 Q2	$750K	Buy	9,694 +999	+11%	+$76.1K	0.21%	84
2025 Q1	$666K	Sell	8,695 -791	-8%	-$59.7K	0.23%	80
2024 Q4	$709K	Buy	9,486 +387	+4%	+$29.4K	0.26%	75
2024 Q3	$713K	Buy	+9,099	New	+$702K	0.3%	65

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

Holistic Planning's BIV Position: Q2 2026 in Review

Holistic Planning increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.37% in Q2 2026, buying an estimated $8.52K and bringing the position to 30,007 shares worth $2.3M. The position accounts for 0.36% of the portfolio, ranked #63.

Holistic Planning first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.31M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Holistic Planning held 30,007 shares of Vanguard Intermediate-Term Bond ETF worth $2.3M as of Q2 2026.
Holistic Planning bought 111 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $8.52K.
Vanguard Intermediate-Term Bond ETF made up 0.36% of Holistic Planning's portfolio in Q2 2026, its #63 holding.
Holistic Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
Holistic Planning's Vanguard Intermediate-Term Bond ETF position peaked at $2.31M in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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