Connecticut Wealth Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1689829
FARMINGTON, CT
Position in BIV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$979,722
-$5,148 QoQ
Shares Held
12,694
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $979,722 | 12,694 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $984,870 | 12,646 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,239,600 | 15,874 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,000,476 | 25,866 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,039,680 | 52,758 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $5,831,825 | 74,414 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,502,923 | 86,833 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,323,375 | 97,127 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $7,665,573 | 100,361 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||