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 Q2	$11.8M	Buy	153,297 +71,690	+88%	+$5.5M	0.3%	40
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 $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

Retirement Planning Group (Kansas)'s BIV Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 88% in Q2 2026, buying an estimated $5.5M and bringing the position to 153,297 shares worth $11.8M. The position accounts for 0.3% of the portfolio, ranked #40.

Retirement Planning Group (Kansas) first reported a position in BIV in Q1 2024 and has held it in 9 quarters since. 1,023 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Retirement Planning Group (Kansas) held 153,297 shares of Vanguard Intermediate-Term Bond ETF worth $11.8M as of Q2 2026.
Retirement Planning Group (Kansas) bought 71,690 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $5.5M.
Vanguard Intermediate-Term Bond ETF made up 0.3% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #40 holding.
Retirement Planning Group (Kansas) first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 9 quarters since.
1,023 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.