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

Leading Edge 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	–	Sell	-3,375	Closed	-$260K	–	79
2026 Q1	$260K	Buy	+3,375	New	+$263K	0.05%	60
2025 Q2	–	Sell	-2,716	Closed	-$208K	–	59
2025 Q1	$208K	Buy	2,716 +16	+0.6%	+$1.21K	0.07%	56
2024 Q4	$202K	Buy	+2,700	New	+$205K	0.07%	57

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

Leading Edge Financial Planning's BIV Position: Q2 2026 in Review

Leading Edge Financial Planning sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 3,375 shares — an estimated $260K sold.

Leading Edge Financial Planning first reported a position in BIV in Q4 2024 and held it in 3 quarters. The position peaked at $260K in Q1 2026. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Leading Edge Financial Planning reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Leading Edge Financial Planning sold 3,375 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $260K.
Leading Edge Financial Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 3 quarters.
Leading Edge Financial Planning's Vanguard Intermediate-Term Bond ETF position peaked at $260K in Q1 2026.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.