Retirement Planning Group (Kansas)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Retirement Planning Group (Kansas)’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	$6.3M	Buy	81,607 +1,979	+2%	+$154K	0.2%	49
2025 Q4	$6.2M	Sell	79,628 -37,183	-32%	-$2.91M	0.2%	48
2025 Q3	$9.12M	Sell	116,811 -3,194	-3%	-$247K	0.32%	38
2025 Q2	$9.28M	Buy	120,005 +4,760	+4%	+$363K	0.39%	29
2025 Q1	$8.82M	Buy	115,245 +78,480	+213%	+$5.92M	0.41%	29
2024 Q4	$2.75M	Sell	36,765 -29,393	-44%	-$2.23M	0.14%	65
2024 Q3	$5.18M	Buy	+66,158	New	+$5.1M	0.28%	43
2024 Q2	–	Sell	-3,878	Closed	-$292K	–	233
2024 Q1	$292K	Buy	+3,878	New	+$292K	0.02%	178

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

Retirement Planning Group (Kansas)'s BIV Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.5% in Q1 2026, buying an estimated $154K and bringing the position to 81,607 shares worth $6.3M. The position accounts for 0.2% of the portfolio, ranked #49.

Retirement Planning Group (Kansas) first reported a position in BIV in Q1 2024 and has held it in 8 quarters since. The position peaked at $9.28M in Q2 2025. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Retirement Planning Group (Kansas) held 81,607 shares of Vanguard Intermediate-Term Bond ETF worth $6.3M as of Q1 2026.
Retirement Planning Group (Kansas) bought 1,979 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $154K.
Vanguard Intermediate-Term Bond ETF made up 0.2% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #49 holding.
Retirement Planning Group (Kansas) first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 8 quarters since.
Retirement Planning Group (Kansas)'s Vanguard Intermediate-Term Bond ETF position peaked at $9.28M in Q2 2025.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.