MORRIS FINANCIAL CONCEPTS, INC.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1387386
MOUNT PLEASANT, SC
Position in BIV
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$7,100
-$64 QoQ
Shares Held
92
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,100 | 92 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $7,164 | 92 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,184 | 92 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,115 | 92 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,044 | 92 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,875 | 92 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,210 | 92 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,889 | 92 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $6,936 | 92 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,207 | 42 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,037 | 42 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,159 | 42 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,223 | 42 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,121 | 42 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,086 | 42 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,261 | 42 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||