Windward Private Wealth Management Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1835866
OVERLAND PARK, KS
Position in BIV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$25,270,044
+$779,588 QoQ
Shares Held
327,417
+4.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
34.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,270,044 | 327,417 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $24,490,456 | 314,464 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $24,477,388 | 313,451 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $24,165,888 | 312,463 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $23,142,669 | 302,242 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $22,211,848 | 297,228 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $22,752,848 | 290,326 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $21,549,073 | 287,743 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $20,805,800 | 275,939 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $19,884,921 | 260,342 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $17,984,870 | 248,719 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $18,422,322 | 244,880 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $18,564,403 | 241,913 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $17,793,397 | 239,416 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $16,836,472 | 229,130 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $21,068,696 | 271,329 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $21,817,013 | 266,386 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $24,353,891 | 277,949 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $23,718,861 | 265,193 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $22,416,952 | 249,188 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $17,962,944 | 202,445 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $17,021,169 | 183,319 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||