HOHIMER WEALTH MANAGEMENT, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1802533
SEATTLE, WA
Position in BIV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$8,919,075
+$1,141,823 QoQ
Shares Held
115,562
+15.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,919,075 | 115,562 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,777,252 | 99,862 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,878,771 | 75,282 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,347,590 | 56,214 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $4,882,945 | 63,771 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,768,968 | 90,579 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,469,124 | 18,746 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $1,053,028 | 14,061 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,128,888 | 14,972 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $562,004 | 7,358 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $536,974 | 7,426 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $349,969 | 4,652 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $261,606 | 3,409 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||