SHEETS SMITH WEALTH MANAGEMENT
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1157436
WINSTON-SALEM, NC
Position in BIV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,119,650
-$39,749 QoQ
Shares Held
14,507
-2.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,119,650 | 14,507 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,159,399 | 14,887 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,216,720 | 15,581 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,214,160 | 15,699 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,202,072 | 15,699 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,946,268 | 26,044 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,041,068 | 26,044 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,039,629 | 27,235 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,733,400 | 36,252 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,961,176 | 38,769 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,823,054 | 39,041 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,049,566 | 27,244 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||