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

Reliant Wealth 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 Q2	$48.5M	Buy	631,866 +20,777	+3%	+$1.6M	13.33%	2
2026 Q1	$47.2M	Buy	611,089 +18,429	+3%	+$1.43M	14.26%	2
2025 Q4	$46.2M	Buy	592,660 +4,390	+0.7%	+$343K	14.42%	1
2025 Q3	$45.9M	Sell	588,270 -91,719	-13%	-$7.1M	14.89%	1
2025 Q2	$52.6M	Buy	679,989 +5,223	+0.8%	+$398K	20.53%	1
2025 Q1	$51.7M	Buy	674,766 +16,848	+3%	+$1.27M	23.57%	1
2024 Q4	$49.2M	Buy	657,918 +26,628	+4%	+$2.02M	23.06%	1
2024 Q3	$49.5M	Buy	631,290 +10,260	+2%	+$791K	21.42%	3
2024 Q2	$46.5M	Buy	621,030 +9,591	+2%	+$713K	21.46%	3
2024 Q1	$46.1M	Buy	611,439 +75,343	+14%	+$5.68M	22.05%	3
2023 Q4	$40.9M	Buy	536,096 +231,990	+76%	+$17M	19.88%	3
2023 Q3	$22M	Buy	304,106 +31,638	+12%	+$2.34M	11.67%	4
2023 Q2	$20.5M	Buy	+272,468	New	+$20.8M	12.37%	4

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Reliant Wealth Planning's BIV Position: Q2 2026 in Review

Reliant Wealth Planning increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.4% in Q2 2026, buying an estimated $1.6M and bringing the position to 631,866 shares worth $48.5M. The position accounts for 13.33% of the portfolio, ranked #2.

Reliant Wealth Planning first reported a position in BIV in Q2 2023 and has held it in 13 quarters since. The position peaked at $52.6M in Q2 2025. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Reliant Wealth Planning held 631,866 shares of Vanguard Intermediate-Term Bond ETF worth $48.5M as of Q2 2026.
Reliant Wealth Planning bought 20,777 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.6M.
Vanguard Intermediate-Term Bond ETF made up 13.33% of Reliant Wealth Planning's portfolio in Q2 2026, its #2 holding.
Reliant Wealth Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
Reliant Wealth Planning's Vanguard Intermediate-Term Bond ETF position peaked at $52.6M in Q2 2025.
1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Reliant Wealth Planning's 13F filing for Q2 2026, filed 7 Aug 2026.