FinDec Wealth Services, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1916066
Stockton, CA
Position in BIV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,214,195
-$37,414 QoQ
Shares Held
15,732
-2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,214,195 | 15,732 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,251,609 | 16,071 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,251,860 | 16,031 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,237,285 | 15,998 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $680,324 | 8,885 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||