Bernardo Wealth Planning LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1765595
HARLEYSVILLE, PA
Position in BIV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$13,420,367
+$4,198,207 QoQ
Shares Held
173,884
+46.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
18.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,420,367 | 173,884 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $9,222,160 | 118,415 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,087,177 | 116,368 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,110,092 | 79,003 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,712,964 | 74,611 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,414,861 | 72,459 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,226,808 | 66,694 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,873,235 | 51,719 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,770,377 | 50,005 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,890,797 | 50,940 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,914,501 | 54,135 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,628,127 | 21,642 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,567,644 | 20,428 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,432,369 | 19,273 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||