XY Planning Network
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XY Planning Network’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

XY Planning Network’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
Q3 		$448K Buy
6,150
+883
+17% +$66.4K 0.05% 259
2026
Q2 		$404K Buy
5,267
+2,257
+75% +$173K 0.05% 234
2026
Q1 		$231K Sell
3,010
-1,416
-32% -$110K 0.04% 261
2025
Q4 		$345K Buy
+4,426
New +$346K 0.06% 197

Other funds holding BIV

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

XY Planning Network's BIV Position: Q3 2026 in Review

XY Planning Network increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 17% in Q3 2026, buying an estimated $66.4K and bringing the position to 6,150 shares worth $448K. The position accounts for 0.05% of the portfolio, ranked #259.

XY Planning Network first reported a position in BIV in Q4 2025 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • XY Planning Network held 6,150 shares of Vanguard Intermediate-Term Bond ETF worth $448K as of Q3 2026.
  • XY Planning Network bought 883 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $66.4K.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #259 holding.
  • XY Planning Network first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.