Echo Wealth Management, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1846994 PLYMOUTH, MN

Position in BIV

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$260,791

-$2,365 QoQ

Shares Held

3,379

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

2.61%

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%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$260,791	3,379	0.0%	Shares	Sole	2026-04-21
2025-12-31	$263,156	3,379	-47.8%	Shares	Sole	2026-01-22
2025-09-30	$505,008	6,467	-19.7%	Shares	Sole	2025-10-22
2025-06-30	$623,051	8,056	-13.4%	Shares	Sole	2025-07-22
2025-03-31	$712,483	9,305	-91.6%	Shares	Sole	2025-04-22
2024-12-31	$8,286,436	110,885	-1.2%	Shares	Sole	2025-01-21
2024-09-30	$8,794,367	112,216	+6.9%	Shares	Sole	2024-10-21
2024-06-30	$7,862,850	104,992	+8.6%	Shares	Sole	2024-07-17
2024-03-31	$7,290,953	96,697	+5.0%	Shares	Sole	2024-04-22
2023-12-31	$7,031,390	92,058	-50.1%	Shares	Sole	2024-01-17
2023-09-30	$13,341,845	184,509	+26.0%	Shares	Sole	2023-10-20
2023-06-30	$11,015,251	146,421	-3.7%	Shares	Sole	2023-07-31
2023-03-31	$11,668,777	152,056	+473.9%	Shares	Sole	2023-04-28
2022-12-31	$1,969,257	26,497	+59.5%	Shares	Sole	2023-01-31
2022-09-30	$1,220,943	16,616	-43.6%	Shares	Sole	2022-11-14
2022-06-30	$2,287,801	29,463	-69.4%	Shares	Sole	2022-07-29
2022-03-31	$7,883,530	96,258	+7.9%	Shares	Sole	2022-05-16
2021-12-31	$7,815,879	89,202	+0.2%	Shares	Sole	2022-01-18
2021-09-30	$7,963,648	89,039	+11.9%	Shares	Sole	2021-10-22
2021-06-30	$7,156,318	79,550	-9.4%	Shares	Sole	2021-07-14
2021-03-31	$7,789,429	87,788	-14.6%	Shares	Sole	2021-04-07
2020-12-31	$9,542,658	102,775	—	Shares	Sole	2021-02-22
No filing history on record for this holder in this stock.