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Planned Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Planned Solutions’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 		$6.1M Buy
79,558
+11,217
+16% +$861K 1.75% 13
2026
Q1 		$5.27M Buy
68,341
+4,575
+7% +$356K 1.73% 14
2025
Q4 		$4.97M Buy
63,766
+1,902
+3% +$149K 1.59% 15
2025
Q3 		$4.83M Sell
61,864
-1,910
-3% -$148K 1.66% 16
2025
Q2 		$4.93M Sell
63,774
-186
-0.3% -$14.2K 1.88% 15
2025
Q1 		$4.9M Buy
63,960
+681
+1% +$51.4K 1.98% 14
2024
Q4 		$4.73M Sell
63,279
-94,829
-60% -$7.21M 1.91% 15
2024
Q3 		$12.4M Buy
158,108
+4,071
+3% +$314K 4.97% 5
2024
Q2 		$11.5M Sell
154,037
-1,125
-0.7% -$83.6K 5.58% 5
2024
Q1 		$11.7M Sell
155,162
-2,443
-2% -$184K 5.74% 5
2023
Q4 		$12M Buy
157,605
+697
+0.4% +$51K 5.63% 5
2023
Q3 		$11.3M Sell
156,908
-1,149
-0.7% -$85K 6.82% 5
2023
Q2 		$11.9M Buy
158,057
+4,369
+3% +$333K 7.03% 5
2023
Q1 		$11.8M Buy
+153,688
New +$11.6M 7.47% 5

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Planned Solutions's BIV Position: Q2 2026 in Review

Planned Solutions increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 16% in Q2 2026, buying an estimated $861K and bringing the position to 79,558 shares worth $6.1M. The position accounts for 1.75% of the portfolio, ranked #13.

Planned Solutions first reported a position in BIV in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.4M in Q3 2024. 191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Planned Solutions held 79,558 shares of Vanguard Intermediate-Term Bond ETF worth $6.1M as of Q2 2026.
  • Planned Solutions bought 11,217 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $861K.
  • Vanguard Intermediate-Term Bond ETF made up 1.75% of Planned Solutions's portfolio in Q2 2026, its #13 holding.
  • Planned Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Planned Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $12.4M in Q3 2024.
  • 191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.