Successful Portfolios LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1721780
CLEARWATER, FL
Position in BIV
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,487,644
+$581,355 QoQ
Shares Held
19,275
+65.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,487,644 | 19,275 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $906,289 | 11,637 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $746,852 | 9,564 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $707,428 | 9,147 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $700,462 | 9,148 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $651,496 | 8,718 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $375,235 | 4,788 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $343,819 | 4,591 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $362,749 | 4,811 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $308,651 | 4,041 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $249,324 | 3,448 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $264,433 | 3,515 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $512,930 | 6,684 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $373,458 | 5,025 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||