Asset Allocation & Management Company, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1498383
CHICAGO, IL
Position in BIV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,139,176
-$10,332 QoQ
Shares Held
14,760
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,139,176 | 14,760 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,149,508 | 14,760 | Shares | Sole | 2026-01-12 | |
| 2025-06-30 | $1,141,538 | 14,760 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,130,173 | 14,760 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,103,014 | 14,760 | Shares | Sole | 2025-01-13 | |
| 2021-06-30 | $824,033 | 9,160 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $812,766 | 9,160 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $850,506 | 9,160 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,047,162 | 11,202 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $854,831 | 9,173 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $819,424 | 9,173 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||