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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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Leading Edge Financial Planning's BIV Position: Q1 2026 in Review

Leading Edge Financial Planning opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026: 3,375 shares worth $260K. The stake represents 0.05% of the portfolio and ranks #60 among its holdings. This is a return to the name: Leading Edge Financial Planning previously reported a position in BIV as recently as Q1 2025.

Leading Edge Financial Planning first reported a position in BIV in Q4 2024 and has held it in 3 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Leading Edge Financial Planning held 3,375 shares of Vanguard Intermediate-Term Bond ETF worth $260K as of Q1 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Leading Edge Financial Planning position in Q1 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Leading Edge Financial Planning's portfolio in Q1 2026, its #60 holding.
  • Leading Edge Financial Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.