Essex Financial Services, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1315785
ESSEX, CT
Position in BIV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$272,754
+$18,027 QoQ
Shares Held
3,534
+6.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $272,754 | 3,534 | Shares | Sole | 2026-04-24 | |
| 2023-12-31 | $254,727 | 3,335 | Shares | Sole | 2024-02-06 | |
| 2022-09-30 | $225,363 | 3,067 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $219,050 | 2,821 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||