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

Planning Strategies’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	$75.2K	Buy	+981	New	+$75.3K	0.05%	128

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Planning Strategies's BIV Position: Q2 2026 in Review

Planning Strategies opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 981 shares worth $75.2K. The stake represents 0.05% of the portfolio and ranks #128 among its holdings.

988 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Planning Strategies held 981 shares of Vanguard Intermediate-Term Bond ETF worth $75.2K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Planning Strategies position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.05% of Planning Strategies's portfolio in Q2 2026, its #128 holding.
988 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.