Cypress Wealth Services, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1721527
PALM DESERT, CA
Position in BIV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$526,985
-$22,536 QoQ
Shares Held
6,828
-3.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
Derivatives in BIV
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$240,617
PutShares
2,574
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in BIV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $526,985 | 6,828 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $549,521 | 7,056 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $543,428 | 6,959 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $547,412 | 7,078 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $558,807 | 7,298 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $289,578 | 3,875 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $303,918 | 3,878 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $290,423 | 3,878 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $370,289 | 4,911 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $238,305 | 3,120 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $586,144 | 8,106 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $887,187 | 11,793 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $249,174 | 3,247 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $335,406 | 4,513 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $252,256 | 3,433 | Shares | Sole | 2022-10-14 | |
| 2022-03-31 | $238,410 | 2,911 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $214,931 | 2,453 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $222,079 | 2,483 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $231,557 | 2,574 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $228,391 | 2,574 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $238,995 | 2,574 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $240,617 | 2,574 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $239,871 | 2,574 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $232,883 | 2,607 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||