Cornerstone Wealth Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1674117
ST. PETERS, MO
Position in BIV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$12,932,435
+$989,070 QoQ
Shares Held
167,562
+9.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,932,435 | 167,562 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $11,943,365 | 153,356 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,942,887 | 127,326 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,342,826 | 120,802 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,840,619 | 115,458 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $8,742,064 | 116,982 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,258,549 | 79,859 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,720,996 | 76,392 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,573,191 | 73,915 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,692,601 | 74,530 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $5,510,022 | 76,200 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,416,635 | 72,001 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $5,561,578 | 72,473 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $5,430,098 | 73,899 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $5,803,716 | 74,742 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,113,016 | 74,640 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $11,937,173 | 136,238 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,778,443 | 131,691 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,547,985 | 128,368 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $10,853,897 | 122,325 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $11,022,409 | 118,712 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $8,302,426 | 88,815 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $6,462,446 | 69,347 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $6,394,688 | 71,585 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||