Aegis Wealth Management LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1628818
BETHESDA, MD
Position in BIV
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$278,156
-$2,523 QoQ
Shares Held
3,604
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.61%
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 | $278,156 | 3,604 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $280,679 | 3,604 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $241,376 | 3,091 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $239,057 | 3,091 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $236,677 | 3,091 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $230,990 | 3,091 | Shares | Sole | 2025-03-07 | |
| No filing history on record for this holder in this stock. | ||||||