LifePlan Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

LifePlan Investment Advisors’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	$995K	Buy	12,889 +1,512	+13%	+$118K	0.39%	69
2025 Q4	$886K	Buy	11,377 +1,157	+11%	+$90.5K	0.36%	65
2025 Q3	$798K	Buy	10,220 +1,607	+19%	+$124K	0.33%	64
2025 Q2	$666K	Buy	8,613 +336	+4%	+$25.6K	0.33%	64
2025 Q1	$634K	Buy	8,277 +853	+11%	+$64.3K	0.36%	63
2024 Q4	$555K	Buy	7,424 +1,239	+20%	+$94.2K	0.34%	58
2024 Q3	$485K	Buy	6,185 +1,189	+24%	+$91.7K	0.31%	57
2024 Q2	$374K	Buy	4,996 +843	+20%	+$62.6K	0.27%	64
2024 Q1	$313K	Buy	+4,153	New	+$313K	0.25%	66

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

LifePlan Investment Advisors's BIV Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 13% in Q1 2026, buying an estimated $118K and bringing the position to 12,889 shares worth $995K. The position accounts for 0.39% of the portfolio, ranked #69.

LifePlan Investment Advisors first reported a position in BIV in Q1 2024 and has held it in 9 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

LifePlan Investment Advisors held 12,889 shares of Vanguard Intermediate-Term Bond ETF worth $995K as of Q1 2026.
LifePlan Investment Advisors bought 1,512 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $118K.
Vanguard Intermediate-Term Bond ETF made up 0.39% of LifePlan Investment Advisors's portfolio in Q1 2026, its #69 holding.
LifePlan Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 9 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.