Integrated Wealth Concepts LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1737109
WALTHAM, MA
Position in BIV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,058,642
+$400,332 QoQ
Shares Held
39,878
+15.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#105
of 252 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,058,642 | 39,878 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,658,310 | 34,443 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,505,866 | 32,176 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,063,528 | 26,425 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,618,339 | 20,925 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,717,005 | 22,424 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,711,840 | 22,907 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,728,215 | 22,052 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,531,126 | 20,445 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,556,482 | 20,643 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,244,306 | 16,291 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,300,712 | 17,988 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,556,960 | 20,696 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,459,825 | 19,023 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,690,928 | 22,752 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,716,051 | 23,354 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,720,258 | 22,154 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,924,486 | 23,498 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,157,642 | 24,625 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,008,464 | 22,456 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,738,027 | 19,320 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,692,790 | 19,078 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,691,077 | 18,213 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,635,526 | 17,496 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,503,061 | 16,129 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,346,292 | 15,071 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||