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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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pinnacle Wealth Planning Services's BIV Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 1,049 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #922.

Pinnacle Wealth Planning Services first reported a position in BIV in Q4 2020 and has held it in 3 quarters since. The position peaked at $81.7K in Q4 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,049 shares of Vanguard Intermediate-Term Bond ETF worth $81K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #922 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Vanguard Intermediate-Term Bond ETF position peaked at $81.7K in Q4 2025.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.