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

Pearl 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 		$1.09M Sell
14,191
-878
-6% -$67.4K 0.5% 24
2026
Q1 		$1.16M Hold
15,069
– – 0.62% 22
2025
Q4 		$1.17M Buy
+15,069
New +$1.18M 0.72% 21

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

Pearl Planning's BIV Position: Q2 2026 in Review

Pearl Planning reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.8% in Q2 2026, selling an estimated $67.4K and leaving 14,191 shares worth $1.09M. The position accounts for 0.5% of the portfolio, ranked #24.

Pearl Planning first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Pearl Planning held 14,191 shares of Vanguard Intermediate-Term Bond ETF worth $1.09M as of Q2 2026.
  • Pearl Planning sold 878 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $67.4K.
  • Vanguard Intermediate-Term Bond ETF made up 0.5% of Pearl Planning's portfolio in Q2 2026, its #24 holding.
  • Pearl Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Pearl Planning's Vanguard Intermediate-Term Bond ETF position peaked at $1.17M in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Pearl Planning's 13F filing for Q2 2026, filed 21 Jul 2026.