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LifeSteps Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

LifeSteps Financial’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 		$247K Buy
3,217
+478
+17% +$36.7K 0.12% 88
2026
Q1 		$211K Buy
+2,739
New +$213K 0.13% 90

Other funds holding BIV

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

LifeSteps Financial's BIV Position: Q2 2026 in Review

LifeSteps Financial increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 17% in Q2 2026, buying an estimated $36.7K and bringing the position to 3,217 shares worth $247K. The position accounts for 0.12% of the portfolio, ranked #88.

LifeSteps Financial first reported a position in BIV in Q1 2026 and has held it in 2 quarters since. 465 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • LifeSteps Financial held 3,217 shares of Vanguard Intermediate-Term Bond ETF worth $247K as of Q2 2026.
  • LifeSteps Financial bought 478 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $36.7K.
  • Vanguard Intermediate-Term Bond ETF made up 0.12% of LifeSteps Financial's portfolio in Q2 2026, its #88 holding.
  • LifeSteps Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 465 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.