Concord Wealth Partners
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1814214
ABINGDON, VA
Position in BIV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$228,452
-$2,072 QoQ
Shares Held
2,960
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $228,452 | 2,960 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $230,524 | 2,960 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $231,146 | 2,960 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $228,926 | 2,960 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $230,628 | 3,012 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,530 | 74 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,799 | 74 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,541 | 74 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,428 | 72 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,499 | 72 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $5,206 | 72 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $5,416 | 72 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,525 | 72 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $5,351 | 72 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $5,590 | 72 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,896 | 72 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $6,308 | 72 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $6,439 | 72 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,477 | 72 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $10,292 | 116 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||