Institute for Wealth Management, LLC.
Position in EDV — VANGUARD EXTENDED DURATION TREASURY INDEX FUND
CIK 1533954
DENVER, CO
All Filings in EDV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,978,027 | 122,588 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,824,480 | 43,487 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $547,514 | 8,422 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $576,485 | 8,422 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $514,710 | 7,648 | Shares | Sole | 2025-07-18 | |
| 2024-09-30 | $860,464 | 10,799 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $792,754 | 10,799 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $716,363 | 9,352 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $776,510 | 9,583 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $453,374 | 6,474 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||