Planning Strategies Inc.’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Planning Strategies Inc.’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	$75.2K	Buy	+981	New	+$75.3K	0.05%	128

Other funds holding BIV

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

SFMG

Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Planning Strategies Inc.'s BIV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 981 shares worth $75.2K. The stake represents 0.05% of the portfolio and ranks #128 among its holdings.

427 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Planning Strategies Inc. held 981 shares of Vanguard Intermediate-Term Bond ETF worth $75.2K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.05% of Planning Strategies Inc.'s portfolio in Q2 2026, its #128 holding.
427 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.