Heartwood Wealth Advisors LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1794935
RICHMOND, VA
Position in BIV
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$350,474
-$17,127,900 QoQ
Shares Held
4,541
-98.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $350,474 | 4,541 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $17,478,374 | 224,427 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $17,196,355 | 220,212 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $16,726,399 | 216,271 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $16,544,097 | 216,065 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $15,137,458 | 202,562 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $15,847,119 | 202,209 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||