WNY Asset Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1803296
Williamsville, NY
Position in BIV
as of Mar 31, 2026
· filed May 22, 2026
Position Value
$6,387,802
+$1,352,013 QoQ
Shares Held
82,765
+28.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,387,802 | 82,765 | Shares | Sole | 2026-05-22 | |
| 2025-09-30 | $5,035,789 | 64,487 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,874,585 | 63,028 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,482,943 | 58,547 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $291,148 | 3,896 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $383,699 | 4,896 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $224,595 | 2,999 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $226,124 | 2,999 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $229,063 | 2,999 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||