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

Pinnacle Wealth Planning Services’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	$80.5K	Hold	1,049	–	–	0.01%	990
2026 Q1	$81K	Hold	1,049	–	–	0.01%	922
2025 Q4	$81.7K	Buy	+1,049	New	+$82K	0.01%	896
2021 Q1	–	Sell	-283	Closed	-$26K	–	543
2020 Q4	$26K	Buy	+283	New	+$26.4K	0.01%	1048

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's BIV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 1,049 shares worth $80.5K. The position accounts for 0.01% of the portfolio, ranked #990.

Pinnacle Wealth Planning Services first reported a position in BIV in Q4 2020 and has held it in 4 quarters since. The position peaked at $81.7K in Q4 2025. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Pinnacle Wealth Planning Services held 1,049 shares of Vanguard Intermediate-Term Bond ETF worth $80.5K as of Q2 2026.
Pinnacle Wealth Planning Services left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #990 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's Vanguard Intermediate-Term Bond ETF position peaked at $81.7K in Q4 2025.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.