TCFG WEALTH MANAGEMENT, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1548059
LAGUNA NIGUEL, CA
Position in BIV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$270,593
+$8,527 QoQ
Shares Held
3,506
+4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,593 | 3,506 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $262,066 | 3,365 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $262,772 | 3,365 | Shares | Sole | 2025-11-21 | |
| No filing history on record for this holder in this stock. | ||||||