Investments & Financial Planning, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1909307
LEXINGTON, KY
Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,101,455
-$70,278 QoQ
Shares Held
53,474
-1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.55%
of 13F equity value
Holder Rank
#92
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 | $4,101,455 | 53,474 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,171,733 | 54,052 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,576,716 | 45,926 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $3,437,912 | 44,025 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,193,832 | 41,296 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,068,236 | 40,071 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,688,561 | 35,977 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,391,538 | 30,516 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,199,594 | 29,371 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,145,280 | 28,452 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,056,531 | 26,925 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,910,068 | 26,415 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,014,208 | 26,774 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,156,470 | 28,101 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,153,422 | 28,975 | Shares | Sole | 2023-03-01 | |
| 2022-06-30 | $2,452,342 | 31,582 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,565,845 | 31,329 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,754,159 | 31,433 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||