LIBERTY WEALTH MANAGEMENT LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1769302 OAKLAND, CA

Position in BIV

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$366,373

+$29,153 QoQ

Shares Held

4,747

+9.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$366,373	4,747	+9.6%	Shares	Sole	2026-05-12
2025-12-31	$337,220	4,330	-7.8%	Shares	Sole	2026-02-04
2025-09-30	$366,710	4,696	+10.0%	Shares	Sole	2025-10-31
2025-06-30	$330,241	4,270	+0.4%	Shares	Sole	2025-08-01
2025-03-31	$325,575	4,252	+4.9%	Shares	Sole	2025-05-12
2024-12-31	$302,880	4,053	+1.2%	Shares	Sole	2025-02-10
2024-09-30	$313,950	4,006	+4.5%	Shares	Sole	2024-11-04
2024-06-30	$287,203	3,835	+5.4%	Shares	Sole	2024-08-07
2024-03-31	$274,380	3,639	+60550.0%	Shares	Sole	2024-05-03
2023-12-31	$458	6	-99.8%	Shares	Sole	2024-02-09
2023-09-30	$240,213	3,322	-3.1%	Shares	Sole	2023-11-13
2023-06-30	$258,038	3,430	+1.4%	Shares	Sole	2023-08-10
2023-03-31	$259,457	3,381	-0.4%	Shares	Sole	2023-05-03
2022-09-30	$249,538	3,396	+5.1%	Shares	Sole	2022-11-15
2022-06-30	$250,964	3,232	-2.3%	Shares	Sole	2022-08-15
2022-03-31	$271,007	3,309	-24.4%	Shares	Sole	2022-05-09
2021-12-31	$275,126	3,140	—	Principal	Sole	2022-02-15
2021-09-30	$391,478	4,377	+45.7%	Shares	Sole	2021-11-15
2021-06-30	$270,329	3,005	+74.4%	Shares	Sole	2021-08-13
2021-03-31	$152,881	1,723	0.0%	Shares	Sole	2021-05-17
2020-12-31	$159,980	1,723	+8.8%	Shares	Sole	2021-02-09
2020-09-30	$147,978	1,583	+24.1%	Shares	Sole	2020-11-05
2020-06-30	$118,910	1,276	-7.6%	Shares	Sole	2020-08-04
2020-03-31	$123,364	1,381	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.