Montz Harcus Wealth Management LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1918613
New Orleans, LA
Position in BIV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$389,064
+$18,044 QoQ
Shares Held
5,041
+5.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $389,064 | 5,041 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $371,020 | 4,764 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $366,632 | 4,695 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $358,393 | 4,634 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $354,289 | 4,627 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $330,904 | 4,428 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $372,335 | 4,751 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $324,498 | 4,333 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $318,037 | 4,218 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||