TrueWealth Financial Partners
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1908108
BELLEVUE, WA
Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,235,176
-$91,085 QoQ
Shares Held
16,104
-6.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.60%
of 13F equity value
Holder Rank
#136
of 252 holders
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,235,176 | 16,104 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,326,261 | 17,184 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $1,555,552 | 19,920 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $6,181,476 | 79,926 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,030,049 | 104,872 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,389,450 | 125,645 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,755,184 | 124,476 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,511,398 | 113,652 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,513,685 | 99,651 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,266,564 | 95,137 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,805,672 | 94,118 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,762,575 | 89,892 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $6,700,629 | 87,316 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,708,593 | 76,811 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,321,495 | 72,421 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,195,017 | 66,903 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $5,216,620 | 63,695 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,439,186 | 62,077 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||