SFP
BIV icon

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

Sterling 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
Q2 		$11.8M Buy
153,913
+10,536
+7% +$809K 3.21% 10
2026
Q1 		$11.1M Buy
143,377
+13,876
+11% +$1.08M 3.28% 10
2025
Q4 		$10.1M Buy
129,501
+19,945
+18% +$1.56M 3.04% 10
2025
Q3 		$8.56M Buy
109,556
+4,281
+4% +$331K 2.7% 12
2025
Q2 		$8.14M Buy
105,275
+3,849
+4% +$293K 2.72% 11
2025
Q1 		$7.77M Buy
101,426
+7,169
+8% +$541K 2.82% 11
2024
Q4 		$7.04M Sell
94,257
-1,020
-1% -$77.5K 2.59% 11
2024
Q3 		$7.47M Buy
95,277
+4,684
+5% +$361K 2.75% 10
2024
Q2 		$6.78M Buy
90,593
+9,021
+11% +$670K 2.75% 11
2024
Q1 		$6.15M Buy
81,572
+12,723
+18% +$959K 2.49% 11
2023
Q4 		$5.26M Buy
68,849
+3,847
+6% +$282K 2.28% 11
2023
Q3 		$4.7M Buy
65,002
+3,810
+6% +$282K 2.41% 11
2023
Q2 		$4.6M Buy
61,192
+6,523
+12% +$497K 2.28% 11
2023
Q1 		$4.2M Buy
54,669
+23,384
+75% +$1.77M 2.28% 12
2022
Q4 		$2.33M Buy
31,285
+8,096
+35% +$600K 1.39% 22
2022
Q3 		$1.7M Buy
23,189
+8,665
+60% +$670K 1.19% 23
2022
Q2 		$1.13M Buy
14,524
+7,736
+114% +$607K 0.79% 31
2022
Q1 		$556K Buy
6,788
+738
+12% +$62.3K 0.35% 50
2021
Q4 		$530K Buy
6,050
+660
+12% +$58.6K 0.33% 55
2021
Q3 		$482K Buy
5,390
+1,419
+36% +$128K 0.31% 52
2021
Q2 		$357K Buy
3,971
+1,712
+76% +$153K 0.23% 56
2021
Q1 		$200K Buy
2,259
+596
+36% +$54.1K 0.14% 78
2020
Q4 		$154K Buy
+1,663
New +$155K 0.12% 85

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sterling Financial Planning's BIV Position: Q2 2026 in Review

Sterling Financial Planning increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.3% in Q2 2026, buying an estimated $809K and bringing the position to 153,913 shares worth $11.8M. The position accounts for 3.21% of the portfolio, ranked #10.

Sterling Financial Planning first reported a position in BIV in Q4 2020 and has held it in 23 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Sterling Financial Planning held 153,913 shares of Vanguard Intermediate-Term Bond ETF worth $11.8M as of Q2 2026.
  • Sterling Financial Planning bought 10,536 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $809K.
  • Vanguard Intermediate-Term Bond ETF made up 3.21% of Sterling Financial Planning's portfolio in Q2 2026, its #10 holding.
  • Sterling Financial Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.