Secure Asset Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1800692
Troy, MI
Position in BIV
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$5,745,973
+$2,021,362 QoQ
Shares Held
74,449
+55.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,745,973 | 74,449 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,724,611 | 47,825 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,525,451 | 45,146 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,300,097 | 42,670 | Shares | Sole | 2025-07-10 | |
| 2024-03-31 | $2,135,177 | 28,318 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,046,067 | 26,788 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,023,523 | 27,984 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,186,860 | 29,069 | Shares | Sole | 2023-07-13 | |
| 2022-03-31 | $1,192,054 | 14,555 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,222,737 | 13,955 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $985,807 | 11,022 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $598,323 | 6,651 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $715,518 | 8,064 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,199,714 | 12,921 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,264,130 | 13,523 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $835,541 | 8,966 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $719,017 | 8,049 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||