Spire Wealth Management

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1858740 MCLEAN, VA

Position in BIV

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$3,849,275

-$1,335,040 QoQ

Shares Held

49,874

-25.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,849,275	49,874	-25.1%	Shares	Sole	2026-04-22
2025-12-31	$5,184,315	66,568	+3.3%	Shares	Sole	2026-01-14
2025-09-30	$5,034,228	64,467	+2.3%	Shares	Sole	2025-10-23
2025-06-30	$4,873,889	63,019	-3.3%	Shares	Sole	2025-08-04
2025-03-31	$4,990,832	65,180	+30.3%	Shares	Sole	2025-04-23
2024-12-31	$3,738,069	50,021	+5.8%	Shares	Sole	2025-01-24
2024-09-30	$3,705,960	47,288	+10.2%	Shares	Sole	2024-10-15
2024-06-30	$3,215,027	42,930	+521.8%	Shares	Sole	2024-07-31
2024-03-31	$520,561	6,904	-75.8%	Shares	Sole	2024-04-24
2023-12-31	$2,181,565	28,562	+10.2%	Shares	Sole	2024-02-06
2023-09-30	$1,874,564	25,924	+3.5%	Shares	Sole	2023-11-08
2023-06-30	$1,883,458	25,036	+27.0%	Shares	Sole	2023-08-09
2023-03-31	$1,512,622	19,711	+639.9%	Shares	Sole	2023-05-09
2022-12-31	$197,988	2,664	-6.8%	Shares	Sole	2023-02-03
2022-09-30	$209,932	2,857	-76.4%	Shares	Sole	2022-11-07
2022-06-30	$939,254	12,096	+52.4%	Shares	Sole	2022-07-22
2022-03-31	$650,040	7,937	-66.3%	Shares	Sole	2022-04-18
2021-12-31	$2,061,435	23,527	+0.9%	Shares	Sole	2022-01-14
2021-09-30	$2,085,830	23,321	+52.2%	Shares	Sole	2021-10-22
2021-06-30	$1,378,277	15,321	-6.8%	Shares	Sole	2021-07-26
2021-03-31	$1,458,277	16,435	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.