Beaird Harris Wealth Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1908938
DALLAS, TX
Position in BIV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,565,519
-$626,568 QoQ
Shares Held
20,284
-27.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,565,519 | 20,284 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,192,087 | 28,147 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $2,057,124 | 26,343 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,053,376 | 26,550 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,082,167 | 27,193 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,009,414 | 26,889 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,997,180 | 25,484 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $1,681,130 | 22,448 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,312,518 | 30,670 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,154,985 | 28,214 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $861,862 | 11,919 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $306,787 | 4,078 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $56,326 | 734 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $7,728 | 104 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,980 | 95 | Shares | Sole | 2022-11-02 | |
| 2021-12-31 | $1,343,565 | 15,334 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||