Synergy Asset Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1699080
VANCOUVER, WA
Position in BIV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,677,584
+$627,217 QoQ
Shares Held
21,736
+61.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,677,584 | 21,736 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,050,367 | 13,487 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $3,410,813 | 43,678 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,154,067 | 14,922 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,225,502 | 16,005 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,608,936 | 21,530 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $350,000 | 4,466 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,154,129 | 15,411 | Shares | Sole | 2024-08-05 | |
| 2023-12-31 | $578,654 | 7,576 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $595,617 | 8,237 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $202,594 | 2,693 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||