MISSION WEALTH MANAGEMENT, LP
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1645382
Santa Barbara, CA
Position in BIV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,578,290
+$10,148,502 QoQ
Shares Held
137,060
+2299.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,578,290 | 137,060 | Shares | Sole | 2026-05-15 | |
| 2023-06-30 | $429,788 | 5,713 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||