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

RCS Financial Planning’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 		$283K Sell
3,672
-10
-0.3% -$778 0.15% 86
2025
Q4 		$287K Buy
3,682
+981
+36% +$76.7K 0.12% 82
2025
Q3 		$211K Sell
2,701
-439
-14% -$34K 0.09% 89
2025
Q2 		$243K Buy
3,140
+56
+2% +$4.26K 0.12% 78
2025
Q1 		$236K Sell
3,084
-220
-7% -$16.6K 0.12% 74
2024
Q4 		$247K Buy
+3,304
New +$251K 0.13% 72

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RCS Financial Planning's BIV Position: Q1 2026 in Review

RCS Financial Planning reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.27% in Q1 2026, selling an estimated $778 and leaving 3,672 shares worth $283K. The position accounts for 0.15% of the portfolio, ranked #86.

RCS Financial Planning first reported a position in BIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $287K in Q4 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • RCS Financial Planning held 3,672 shares of Vanguard Intermediate-Term Bond ETF worth $283K as of Q1 2026.
  • RCS Financial Planning sold 10 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $778.
  • Vanguard Intermediate-Term Bond ETF made up 0.15% of RCS Financial Planning's portfolio in Q1 2026, its #86 holding.
  • RCS Financial Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • RCS Financial Planning's Vanguard Intermediate-Term Bond ETF position peaked at $287K in Q4 2025.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.