BAKER TILLY WEALTH MANAGEMENT, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1840565
MADISON, WI
Position in BIV
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$314,894
+$92,858 QoQ
Shares Held
4,080
+40.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $314,894 | 4,080 | Shares | Sole | 2026-04-10 | |
| 2023-12-31 | $222,036 | 2,907 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $210,205 | 2,907 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $218,693 | 2,907 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $223,083 | 2,907 | Shares | Sole | 2023-04-12 | |
| No filing history on record for this holder in this stock. | ||||||