Golden State Wealth Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1776033
SANTA ANA, CA
Position in BIV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$434,214
-$32,442 QoQ
Shares Held
5,626
-6.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $434,214 | 5,626 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $466,656 | 5,992 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $505,554 | 6,474 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $504,334 | 6,521 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $481,778 | 6,292 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $475,955 | 6,369 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $624,159 | 7,621 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $665,999 | 7,601 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $721,333 | 8,065 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $680,547 | 7,565 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $711,259 | 8,016 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $784,303 | 8,447 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $829,728 | 8,876 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $762,788 | 8,539 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||