Asset Dedication, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1475896
SAN FRANCISCO, CA
Position in BIV
as of Mar 31, 2026
· filed May 29, 2026
Position Value
$37,355
-$338 QoQ
Shares Held
484
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
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 | $37,355 | 484 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $37,693 | 484 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $37,795 | 484 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $72,467 | 937 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $37,059 | 484 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $36,169 | 484 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $37,931 | 484 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $104,022 | 1,389 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $13,232 | 183 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,767 | 183 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $14,043 | 183 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $19,174 | 258 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $70,320 | 957 | Shares | Sole | 2022-10-27 | |
| 2022-03-31 | $66,748 | 815 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $27,600 | 315 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $81,748 | 914 | Shares | Sole | 2021-10-18 | |
| No filing history on record for this holder in this stock. | ||||||