LPP
BIV icon

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

Life Planning Partners’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 		$1.47M Sell
19,219
-1,644
-8% -$126K 1.1% 22
2026
Q1 		$1.61M Sell
20,863
-41
-0.2% -$3.19K 1.23% 22
2025
Q4 		$1.63M Sell
20,904
-672
-3% -$52.6K 1.25% 21
2025
Q3 		$1.68M Sell
21,576
-16
-0.1% -$1.24K 1.23% 21
2025
Q2 		$1.67M Sell
21,592
-706
-3% -$53.8K 1.33% 20
2025
Q1 		$1.71M Sell
22,298
-146
-0.7% -$11K 1.55% 16
2024
Q4 		$1.68M Sell
22,444
-1,029
-4% -$78.2K 1.55% 16
2024
Q3 		$1.84M Sell
23,473
-95
-0.4% -$7.32K 1.64% 15
2024
Q2 		$1.77M Sell
23,568
-1,114
-5% -$82.8K 1.6% 16
2024
Q1 		$1.86M Sell
24,682
-848
-3% -$63.9K 1.85% 16
2023
Q4 		$1.95M Buy
+25,530
New +$1.87M 1.92% 15
2022
Q3 		$2.03M Sell
27,597
-408
-1% -$31.6K 2.32% 12
2022
Q2 		$2.17M Buy
28,005
+2,315
+9% +$182K 2.44% 12
2022
Q1 		$2.15M Buy
25,690
+9,608
+60% +$811K 2.19% 12
2021
Q4 		$1.41M Buy
+16,082
New +$1.43M 1.42% 19

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Life Planning Partners's BIV Position: Q2 2026 in Review

Life Planning Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.9% in Q2 2026, selling an estimated $126K and leaving 19,219 shares worth $1.47M. The position accounts for 1.1% of the portfolio, ranked #22.

Life Planning Partners first reported a position in BIV in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.17M in Q2 2022. 611 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Life Planning Partners held 19,219 shares of Vanguard Intermediate-Term Bond ETF worth $1.47M as of Q2 2026.
  • Life Planning Partners sold 1,644 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $126K.
  • Vanguard Intermediate-Term Bond ETF made up 1.1% of Life Planning Partners's portfolio in Q2 2026, its #22 holding.
  • Life Planning Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Life Planning Partners's Vanguard Intermediate-Term Bond ETF position peaked at $2.17M in Q2 2022.
  • 611 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.