Planning Directions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Planning Directions’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	$291K	Buy	3,777 +25	+0.7%	+$1.95K	0.15%	77
2025 Q4	$292K	Buy	3,752 +790	+27%	+$61.8K	0.15%	70
2025 Q3	$231K	Buy	+2,962	New	+$229K	0.12%	83
2025 Q2	–	Sell	-3,107	Closed	-$238K	–	86
2025 Q1	$238K	Buy	+3,107	New	+$234K	0.1%	109
2022 Q2	–	Sell	-8,195	Closed	-$671K	–	71
2022 Q1	$671K	Sell	8,195 -10,800	-57%	-$912K	0.47%	32
2021 Q4	$1.66M	Buy	18,995 +9,965	+110%	+$884K	1.11%	23
2021 Q3	$808K	Buy	9,030 +3,447	+62%	+$312K	0.59%	28
2021 Q2	$502K	Buy	+5,583	New	+$499K	0.37%	41
2018 Q4	–	Sell	-2,587	Closed	-$208K	–	50
2018 Q3	$208K	Sell	2,587 -4,102	-61%	-$332K	0.19%	54
2018 Q2	$542K	Sell	6,689 -875	-12%	-$70.7K	0.52%	31
2018 Q1	$619K	Buy	+7,564	New	+$621K	0.61%	31

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Planning Directions's BIV Position: Q1 2026 in Review

Planning Directions increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.67% in Q1 2026, buying an estimated $1.95K and bringing the position to 3,777 shares worth $291K. The position accounts for 0.15% of the portfolio, ranked #77.

Planning Directions first reported a position in BIV in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.66M in Q4 2021. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Planning Directions held 3,777 shares of Vanguard Intermediate-Term Bond ETF worth $291K as of Q1 2026.
Planning Directions bought 25 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.95K.
Vanguard Intermediate-Term Bond ETF made up 0.15% of Planning Directions's portfolio in Q1 2026, its #77 holding.
Planning Directions first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and has held it in 11 quarters since.
Planning Directions's Vanguard Intermediate-Term Bond ETF position peaked at $1.66M in Q4 2021.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.