MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1607355
GLASTONBURY, CT
Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$205,479
-$86,956 QoQ
Shares Held
2,679
-29.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#212
of 252 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,479 | 2,679 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $292,435 | 3,789 | Shares | Sole | 2026-05-11 | |
| 2024-09-30 | $8,307 | 106 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,938 | 106 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||