ANDREWS, LUCIA WEALTH MANAGEMENT LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1906227
DANVILLE, CA
Position in BIV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$306,404
-$11,891 QoQ
Shares Held
3,970
-2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
19.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $306,404 | 3,970 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $318,295 | 4,087 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $411,300 | 5,267 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $417,326 | 5,396 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $411,334 | 5,372 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $399,880 | 5,351 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $418,966 | 5,346 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $400,062 | 5,342 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $402,786 | 5,342 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $407,792 | 5,339 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $402,477 | 5,566 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $418,429 | 5,562 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $413,168 | 5,384 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $412,996 | 5,557 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $525,235 | 7,148 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $769,045 | 9,904 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $833,414 | 10,176 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $891,621 | 10,176 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||