Planned Solutions, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1831332
FOLSOM, CA
Position in BIV
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$5,274,558
+$308,462 QoQ
Shares Held
68,341
+7.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,274,558 | 68,341 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $4,966,096 | 63,766 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,830,959 | 61,864 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,932,281 | 63,774 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,897,417 | 63,960 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,728,839 | 63,279 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $12,390,923 | 158,108 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $11,535,830 | 154,037 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $11,699,214 | 155,162 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $12,037,869 | 157,605 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $11,346,017 | 156,908 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $11,890,628 | 158,057 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $11,794,017 | 153,688 | Shares | Sole | 2023-04-12 | |
| No filing history on record for this holder in this stock. | ||||||