Dakota Wealth Management
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1631353
PALM BEACH GARDENS, FL
Position in BIV
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$264,341
-$31,525 QoQ
Shares Held
3,425
-9.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $264,341 | 3,425 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $295,866 | 3,799 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $267,458 | 3,425 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $294,820 | 3,812 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $430,859 | 5,627 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $515,786 | 6,902 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $690,047 | 8,805 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $695,203 | 9,283 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,208,888 | 16,033 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,224,600 | 16,033 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,252,626 | 17,323 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,736,007 | 23,076 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,992,400 | 25,963 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,368,429 | 31,868 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,414,773 | 32,863 | Shares | Sole | 2022-11-10 | |
| 2020-12-31 | $326,089 | 3,512 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||