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Mark Sheptoff Financial Planning’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mark Sheptoff 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 		$205K Sell
2,679
-1,110
-29% -$85.2K 0.11% 98
2026
Q1 		$291K Buy
+3,789
New +$295K 0.15% 82
2024
Q4 		– Sell
-106
Closed -$8.31K – 432
2024
Q3 		$8.31K Hold
106
– – ﹤0.01% 326
2024
Q2 		$7.94K Buy
+106
New +$7.88K ﹤0.01% 337

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mark Sheptoff Financial Planning's BIV Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 29% in Q2 2026, selling an estimated $85.2K and leaving 2,679 shares worth $205K. The position accounts for 0.11% of the portfolio, ranked #98.

Mark Sheptoff Financial Planning first reported a position in BIV in Q2 2024 and has held it in 4 quarters since. The position peaked at $291K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Mark Sheptoff Financial Planning held 2,679 shares of Vanguard Intermediate-Term Bond ETF worth $205K as of Q2 2026.
  • Mark Sheptoff Financial Planning sold 1,110 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $85.2K.
  • Vanguard Intermediate-Term Bond ETF made up 0.11% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #98 holding.
  • Mark Sheptoff Financial Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • Mark Sheptoff Financial Planning's Vanguard Intermediate-Term Bond ETF position peaked at $291K in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.