CWM, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1535847 OMAHA, NE

Position in BIV

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$4,803,528

+$239,683 QoQ

Shares Held

62,238

+6.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 6% Shared 0% None 94%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,803,528	62,238	+6.2%	Shares	Sole	2026-05-14
2025-12-31	$4,563,845	58,601	+294.2%	Shares	Sole	2026-01-26
2025-09-30	$1,160,885	14,866	+64.2%	Shares	Sole	2025-10-15
2025-06-30	$700,391	9,056	-6.2%	Shares	Sole	2025-07-25
2025-03-31	$739,589	9,659	-9.8%	Shares	Sole	2025-05-01
2024-12-31	$800,507	10,712	+7.7%	Shares	Sole	2025-02-04
2024-09-30	$779,232	9,943	+10.2%	Shares	Sole	2024-10-08
2024-06-30	$675,507	9,020	-1.7%	Shares	Sole	2024-07-10
2024-03-31	$691,795	9,175	-15.1%	Shares	Sole	2024-04-05
2023-12-31	$825,515	10,808	+53.0%	Shares	Sole	2024-02-01
2023-09-30	$510,797	7,064	+70.4%	Shares	Sole	2023-10-11
2023-06-30	$311,903	4,146	-2.7%	Shares	Sole	2023-08-03
2023-03-31	$326,912	4,260	-87.0%	Shares	Sole	2023-05-01
2022-12-31	$2,439,256	32,821	+592.0%	Shares	Sole	2023-02-01
2022-09-30	$348,515	4,743	+9.0%	Shares	Sole	2022-10-27
2022-06-30	$337,777	4,350	-1.9%	Shares	Sole	2022-07-28
2022-03-31	$363,144	4,434	-4.8%	Shares	Sole	2022-04-21
2021-12-31	$408,046	4,657	-89.4%	Shares	Sole	2022-01-31
2021-06-30	$3,964,177	44,066	0.0%	Shares	Sole	2021-09-15
2021-03-31	$3,909,976	44,066	0.0%	Shares	Sole	2021-09-15
2020-12-31	$4,091,528	44,066	0.0%	Shares	Sole	2021-09-15
2020-09-30	$4,119,289	44,066	0.0%	Shares	Sole	2021-09-15
2020-06-30	$4,106,510	44,066	0.0%	Shares	Sole	2021-09-15
2020-03-31	$3,936,415	44,066	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.