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WealthPlan Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

WealthPlan Investment Management’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 		$4.17M Buy
+54,344
New +$4.17M 0.21% 100
2022
Q1 		$368K Buy
+4,683
New +$395K 0.03% 290

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 22.9% 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

WealthPlan Investment Management's BIV Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 54,344 shares worth $4.17M. The stake represents 0.21% of the portfolio and ranks #100 among its holdings. This is a return to the name: WealthPlan Investment Management previously reported a position in BIV as recently as Q1 2022.

WealthPlan Investment Management first reported a position in BIV in Q1 2022 and has held it in 2 quarters since. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • WealthPlan Investment Management held 54,344 shares of Vanguard Intermediate-Term Bond ETF worth $4.17M as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new WealthPlan Investment Management position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.21% of WealthPlan Investment Management's portfolio in Q2 2026, its #100 holding.
  • WealthPlan Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 2 quarters since.
  • 1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.