MOGY JOEL R INVESTMENT COUNSEL INC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1126735
BEVERLY HILLS, CA
Position in BIV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$428,349
-$31,143 QoQ
Shares Held
5,550
-5.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
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 | $428,349 | 5,550 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $459,492 | 5,900 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $460,731 | 5,900 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $456,306 | 5,900 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $451,763 | 5,900 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $440,907 | 5,900 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $462,383 | 5,900 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $441,851 | 5,900 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $444,860 | 5,900 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $450,642 | 5,900 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $497,131 | 6,875 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $517,206 | 6,875 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $527,587 | 6,875 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||