RETIREMENT CAPITAL STRATEGIES
PensionPosition in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1672681
SAN JOSE, CA
Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,823,421
+$123,072 QoQ
Shares Held
258,454
+1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
33.54%
of 13F equity value
Holder Rank
#46
of 252 holders
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,823,421 | 258,454 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,700,349 | 255,252 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,930,135 | 243,068 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,806,394 | 228,024 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,616,505 | 227,780 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,806,702 | 128,075 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $12,277,209 | 156,657 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,464,255 | 32,905 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,898,949 | 157,811 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||