Strategic Wealth Partners, Ltd.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1720777
INDEPENDENCE, OH
Position in BIV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$141,434
-$885 QoQ
Shares Held
1,844
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#220
of 252 holders
Holding Since
Jun 2021
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,434 | 1,844 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $142,319 | 1,844 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $144,778 | 1,859 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $144,700 | 1,853 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $142,150 | 1,838 | Shares | Sole | 2025-08-11 | |
| 2023-06-30 | $286,776 | 3,812 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $258,460 | 3,368 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $394,490 | 5,308 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $250,272 | 3,406 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $458,756 | 5,908 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,143,160 | 13,958 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $2,055,915 | 23,464 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,101,571 | 23,497 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,001,969 | 22,254 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||