GeoWealth Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1593387
CHICAGO, IL
Position in BIV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$312,656
+$177,613 QoQ
Shares Held
4,051
+133.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 9%
Shared 88%
None 3%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $312,656 | 4,051 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $135,043 | 1,734 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $239,970 | 3,073 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $28,770 | 372 | Shares | Other | 2025-08-13 | |
| 2024-12-31 | $822 | 11 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $49,608 | 633 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $823 | 11 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,412 | 32 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,582 | 60 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2 | 21 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $3,836 | 51 | Shares | Other | 2023-08-10 | |
| 2022-12-31 | $4,905 | 66 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $55,282 | 675 | Shares | Other | 2022-05-13 | |
| 2021-09-30 | $162,064 | 1,812 | Shares | Other | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||