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 Q3	$84.1K	Buy	1,154 +105	+10%	+$7.89K	0.01%	968
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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Pinnacle Wealth Planning Services's BIV Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 10% in Q3 2026, buying an estimated $7.89K and bringing the position to 1,154 shares worth $84.1K. The position accounts for 0.01% of the portfolio, ranked #968.

Pinnacle Wealth Planning Services first reported a position in BIV in Q4 2020 and has held it in 5 quarters since. 702 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

Pinnacle Wealth Planning Services held 1,154 shares of Vanguard Intermediate-Term Bond ETF worth $84.1K as of Q3 2026.
Pinnacle Wealth Planning Services bought 105 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $7.89K.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #968 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 5 quarters since.
702 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.