STERLING INVESTMENT MANAGEMENT, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1509873
TUCSON, AZ
Position in BIV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,902,122
-$27,567 QoQ
Shares Held
37,602
-0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,902,122 | 37,602 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,929,689 | 37,618 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,009,276 | 38,536 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,058,487 | 39,546 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,097,179 | 40,449 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,837,498 | 37,970 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||