Florida Trust Wealth Management Co
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1651023
SANIBEL, FL
Position in BIV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,718,567
+$1,102,692 QoQ
Shares Held
22,267
+181.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,718,567 | 22,267 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $615,875 | 7,908 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||