Life Planning Partners, Inc
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1910934
JACKSONVILLE, FL
Position in BIV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,610,206
-$17,797 QoQ
Shares Held
20,863
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,610,206 | 20,863 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,628,003 | 20,904 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,684,869 | 21,576 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,669,925 | 21,592 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,707,357 | 22,298 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,677,240 | 22,444 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,839,579 | 23,473 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,765,007 | 23,568 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,861,022 | 24,682 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,949,981 | 25,530 | Shares | Sole | 2024-01-19 | |
| 2022-09-30 | $2,027,809 | 27,597 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $2,174,571 | 28,005 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,103,998 | 25,690 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,409,093 | 16,082 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||