WealthShield Partners, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1729303
CARY, NC
Position in BIV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$102,701
-$643 QoQ
Shares Held
1,339
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#223
of 252 holders
Holding Since
Mar 2020
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,701 | 1,339 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $103,344 | 1,339 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $104,281 | 1,339 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $126,583 | 1,621 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $125,368 | 1,621 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $123,813 | 1,617 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,415 | 126 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $9,874 | 126 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $9,436 | 126 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $9,500 | 126 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $42,849 | 561 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $174,700 | 2,416 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $181,755 | 2,416 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $185,403 | 2,416 | Shares | Sole | 2023-05-08 | |
| 2021-06-30 | $23,929 | 266 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $249,859 | 2,691 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $496,004 | 5,306 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $461,942 | 4,957 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $328,377 | 3,676 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||