PIFP
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Partners in Financial Planning’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Partners in 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
Q1 		$1.4M Buy
18,120
+19
+0.1% +$1.48K 0.23% 40
2025
Q4 		$1.41M Buy
18,101
+67
+0.4% +$5.24K 0.24% 38
2025
Q3 		$1.41M Buy
18,034
+87
+0.5% +$6.74K 0.24% 38
2025
Q2 		$1.39M Buy
17,947
+133
+0.7% +$10.1K 0.26% 36
2025
Q1 		$1.36M Sell
17,814
-959
-5% -$72.3K 0.27% 37
2024
Q4 		$1.4M Buy
18,773
+229
+1% +$17.4K 0.29% 36
2024
Q3 		$1.45M Buy
18,544
+205
+1% +$15.8K 0.29% 36
2024
Q2 		$1.37M Buy
18,339
+76
+0.4% +$5.65K 0.3% 36
2024
Q1 		$1.38M Sell
18,263
-11,147
-38% -$840K 0.31% 37
2023
Q4 		$2.25M Sell
29,410
-2,675
-8% -$196K 0.53% 25
2023
Q3 		$2.32M Buy
32,085
+51
+0.2% +$3.77K 0.6% 25
2023
Q2 		$2.41M Sell
32,034
-5,322
-14% -$405K 0.61% 25
2023
Q1 		$2.87M Sell
37,356
-3,283
-8% -$249K 0.75% 20
2022
Q4 		$3.04M Buy
40,639
+86
+0.2% +$6.37K 0.84% 18
2022
Q3 		$3.02M Sell
40,553
-328
-0.8% -$25.4K 0.86% 17
2022
Q2 		$3.12M Buy
40,881
+375
+0.9% +$29.4K 0.99% 15
2022
Q1 		$3.19M Sell
40,506
-911
-2% -$76.9K 1% 14
2021
Q4 		$3.5M Sell
41,417
-277
-0.7% -$24.6K 1.07% 14
2021
Q3 		$3.73M Buy
41,694
+1,609
+4% +$146K 1.16% 14
2021
Q2 		$3.61M Buy
+40,085
New +$3.58M 1.13% 15

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

Partners in Financial Planning's BIV Position: Q1 2026 in Review

Partners in Financial Planning increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.1% in Q1 2026, buying an estimated $1.48K and bringing the position to 18,120 shares worth $1.4M. The position accounts for 0.23% of the portfolio, ranked #40.

Partners in Financial Planning first reported a position in BIV in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.73M in Q3 2021. 1,008 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Partners in Financial Planning held 18,120 shares of Vanguard Intermediate-Term Bond ETF worth $1.4M as of Q1 2026.
  • Partners in Financial Planning bought 19 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.48K.
  • Vanguard Intermediate-Term Bond ETF made up 0.23% of Partners in Financial Planning's portfolio in Q1 2026, its #40 holding.
  • Partners in Financial Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Partners in Financial Planning's Vanguard Intermediate-Term Bond ETF position peaked at $3.73M in Q3 2021.
  • 1,008 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.