Bay Harbor Wealth Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1767989
Hunt Valley, MD
Position in BIV
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$6,835,678
+$300,378 QoQ
Shares Held
88,568
+5.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,835,678 | 88,568 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,535,300 | 83,915 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,646,630 | 85,115 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $6,547,991 | 84,665 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,576,291 | 85,886 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,052,681 | 80,994 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,431,355 | 82,064 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,295,103 | 84,058 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,556,708 | 86,959 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $6,675,153 | 87,394 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,615,497 | 91,488 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $6,994,133 | 92,970 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $7,260,064 | 94,606 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $7,380,421 | 99,306 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $7,343,297 | 99,936 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $6,102,435 | 78,589 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $8,498,271 | 103,764 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $9,008,825 | 102,817 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $8,435,533 | 94,315 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $7,783,429 | 86,521 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $7,283,668 | 82,088 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $6,657,809 | 71,705 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $6,335,139 | 67,770 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $6,012,152 | 64,515 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $5,860,762 | 65,608 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||