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Summit Wealth & Retirement Planning’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Summit Wealth & Retirement 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 		– Sell
-3,053
Closed -$238K – 110
2025
Q4 		$238K Buy
3,053
+375
+14% +$29.3K 0.06% 101
2025
Q3 		$209K Buy
+2,678
New +$207K 0.05% 102
2025
Q1 		– Sell
-4,180
Closed -$312K – 80
2024
Q4 		$312K Sell
4,180
-2,583
-38% -$196K 0.1% 56
2024
Q3 		$530K Sell
6,763
-3,656
-35% -$282K 0.17% 37
2024
Q2 		$780K Sell
10,419
-908
-8% -$67.5K 0.27% 27
2024
Q1 		$854K Sell
11,327
-405
-3% -$30.5K 0.3% 26
2023
Q4 		$896K Sell
11,732
-221,157
-95% -$16.2M 0.38% 25
2023
Q3 		$16.8M Sell
232,889
-28,974
-11% -$2.14M 6.77% 5
2023
Q2 		$19.7M Sell
261,863
-2,390
-0.9% -$182K 7.75% 4
2023
Q1 		$20.3M Sell
264,253
-11,093
-4% -$840K 7.58% 4
2022
Q4 		$20.5M Buy
275,346
+1,454
+0.5% +$108K 8.32% 3
2022
Q3 		$20.1M Sell
273,892
-9,855
-3% -$762K 8.01% 3
2022
Q2 		$22M Buy
283,747
+6,217
+2% +$488K 8.46% 3
2022
Q1 		$22.7M Buy
277,530
+7,322
+3% +$618K 8.03% 3
2021
Q4 		$23.7M Buy
270,208
+16,503
+7% +$1.46M 8.09% 3
2021
Q3 		$22.7M Buy
253,705
+13,390
+6% +$1.21M 8.31% 3
2021
Q2 		$21.6M Buy
240,315
+2,148
+0.9% +$192K 8% 3
2021
Q1 		$21.1M Buy
238,167
+12,070
+5% +$1.1M 7.85% 3
2020
Q4 		$21M Buy
226,097
+9,172
+4% +$854K 7.96% 3
2020
Q3 		$20.3M Buy
216,925
+9,665
+5% +$905K 8.71% 2
2020
Q2 		$19.3M Buy
207,260
+388
+0.2% +$35.5K 9.06% 2
2020
Q1 		$18.5M Buy
206,872
+8,510
+4% +$755K 9.88% 1
2019
Q4 		$17.3M Buy
+198,362
New +$17.4M 7.7% 2

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

Summit Wealth & Retirement Planning's BIV Position: Q1 2026 in Review

Summit Wealth & Retirement Planning sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 3,053 shares — an estimated $238K sold.

Summit Wealth & Retirement Planning first reported a position in BIV in Q4 2019 and held it in 23 quarters. The position peaked at $23.7M in Q4 2021. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Summit Wealth & Retirement Planning reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 3,053 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $238K.
  • Summit Wealth & Retirement Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 23 quarters.
  • Summit Wealth & Retirement Planning's Vanguard Intermediate-Term Bond ETF position peaked at $23.7M in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.