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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
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

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

XY Planning Network's BIV Position: Q2 2026 in Review

XY Planning Network increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 75% in Q2 2026, buying an estimated $173K and bringing the position to 5,267 shares worth $404K. The position accounts for 0.05% of the portfolio, ranked #234.

XY Planning Network first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • XY Planning Network held 5,267 shares of Vanguard Intermediate-Term Bond ETF worth $404K as of Q2 2026.
  • XY Planning Network bought 2,257 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $173K.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #234 holding.
  • XY Planning Network first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.