TAGStone Capital, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1903044
CHARLOTTE, NC
Position in BIV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$234,395
-$77 QoQ
Shares Held
3,056
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#203
of 252 holders
Holding Since
Dec 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,395 | 3,056 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $234,472 | 3,038 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $235,431 | 3,023 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $260,976 | 3,342 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $274,634 | 3,551 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $272,972 | 3,565 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $264,693 | 3,542 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $274,059 | 3,497 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $258,819 | 3,456 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $238,037 | 3,157 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $239,756 | 3,139 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,178,942 | 16,304 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $999,581 | 13,287 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,019,030 | 13,279 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $986,523 | 13,274 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||