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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
Q3 		$5.25M Sell
72,079
-7,479
-9% -$562K 1.44% 17
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Planned Solutions's BIV Position: Q3 2026 in Review

Planned Solutions reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 9.4% in Q3 2026, selling an estimated $562K and leaving 72,079 shares worth $5.25M. The position accounts for 1.44% of the portfolio, ranked #17.

Planned Solutions first reported a position in BIV in Q1 2023 and has held it in 15 quarters since. The position peaked at $12.4M in Q3 2024. 200 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Planned Solutions held 72,079 shares of Vanguard Intermediate-Term Bond ETF worth $5.25M as of Q3 2026.
  • Planned Solutions sold 7,479 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $562K.
  • Vanguard Intermediate-Term Bond ETF made up 1.44% of Planned Solutions's portfolio in Q3 2026, its #17 holding.
  • Planned Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Planned Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $12.4M in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.