IFPL
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Investments & Financial Planning LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Investments & Financial Planning LLC’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 		$4.1M Sell
53,474
-578
-1% -$44.4K 1.94% 10
2026
Q1 		$4.17M Buy
54,052
+8,126
+18% +$633K 2.27% 10
2025
Q4 		$3.58M Buy
45,926
+1,901
+4% +$149K 1.92% 10
2025
Q3 		$3.44M Buy
44,025
+2,729
+7% +$211K 1.86% 10
2025
Q2 		$3.19M Buy
41,296
+1,225
+3% +$93.3K 1.84% 10
2025
Q1 		$3.07M Buy
40,071
+4,094
+11% +$309K 1.99% 9
2024
Q4 		$2.69M Buy
35,977
+5,461
+18% +$415K 1.66% 10
2024
Q3 		$2.39M Buy
30,516
+1,145
+4% +$88.3K 1.51% 10
2024
Q2 		$2.2M Buy
29,371
+919
+3% +$68.3K 1.48% 10
2024
Q1 		$2.15M Buy
28,452
+1,527
+6% +$115K 1.47% 9
2023
Q4 		$2.06M Buy
26,925
+510
+2% +$37.4K 1.54% 9
2023
Q3 		$1.91M Sell
26,415
-359
-1% -$26.6K 1.7% 12
2023
Q2 		$2.01M Sell
26,774
-1,327
-5% -$101K 1.74% 12
2023
Q1 		$2.16M Sell
28,101
-874
-3% -$66.2K 1.98% 10
2022
Q4 		$2.15M Buy
+28,975
New +$2.15M 2.11% 9
2022
Q2 		$2.45M Buy
31,582
+253
+0.8% +$19.8K 2.53% 9
2022
Q1 		$2.57M Sell
31,329
-104
-0.3% -$8.78K 2.24% 9
2021
Q4 		$2.64M Buy
+31,433
New +$2.79M 2.37% 9

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Investments & Financial Planning LLC's BIV Position: Q2 2026 in Review

Investments & Financial Planning LLC reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.1% in Q2 2026, selling an estimated $44.4K and leaving 53,474 shares worth $4.1M. The position accounts for 1.94% of the portfolio, ranked #10.

Investments & Financial Planning LLC first reported a position in BIV in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.17M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Investments & Financial Planning LLC held 53,474 shares of Vanguard Intermediate-Term Bond ETF worth $4.1M as of Q2 2026.
  • Investments & Financial Planning LLC sold 578 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $44.4K.
  • Vanguard Intermediate-Term Bond ETF made up 1.94% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #10 holding.
  • Investments & Financial Planning LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Investments & Financial Planning LLC's Vanguard Intermediate-Term Bond ETF position peaked at $4.17M in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.