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Momentum Wealth Planning’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Momentum Wealth 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 		$5.62M Buy
73,241
+4,620
+7% +$355K 4.11% 8
2026
Q1 		$5.3M Buy
68,621
+604
+0.9% +$47K 4.71% 4
2025
Q4 		$5.3M Buy
68,017
+1,941
+3% +$152K 4.13% 6
2025
Q3 		$5.16M Sell
66,076
-2,147
-3% -$166K 4.02% 6
2025
Q2 		$5.28M Buy
+68,223
New +$5.2M 4.49% 4

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

Momentum Wealth Planning's BIV Position: Q2 2026 in Review

Momentum Wealth Planning increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.7% in Q2 2026, buying an estimated $355K and bringing the position to 73,241 shares worth $5.62M. The position accounts for 4.11% of the portfolio, ranked #8.

Momentum Wealth Planning first reported a position in BIV in Q2 2025 and has held it in 5 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Momentum Wealth Planning held 73,241 shares of Vanguard Intermediate-Term Bond ETF worth $5.62M as of Q2 2026.
  • Momentum Wealth Planning bought 4,620 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $355K.
  • Vanguard Intermediate-Term Bond ETF made up 4.11% of Momentum Wealth Planning's portfolio in Q2 2026, its #8 holding.
  • Momentum Wealth Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.