GRIMES & Co WEALTH MANAGEMENT, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1321993
WESTBOROUGH, MA
Position in BIV
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$333,031
-$1,152 QoQ
Shares Held
4,315
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $333,031 | 4,315 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $334,183 | 4,291 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $331,257 | 4,242 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $337,279 | 4,361 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $331,088 | 4,324 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $321,413 | 4,301 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $342,163 | 4,366 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $316,335 | 4,224 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $331,609 | 4,398 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $334,315 | 4,377 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $614,056 | 8,492 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $638,477 | 8,487 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $651,292 | 8,487 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $18,635,219 | 250,743 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||