FIDUCIARY FINANCIAL GROUP, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1925420
SAN RAFAEL, CA
Position in BIV
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$14,441,226
+$1,524,205 QoQ
Shares Held
187,111
+12.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,441,226 | 187,111 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,917,021 | 165,858 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $12,281,760 | 157,277 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $11,195,583 | 144,758 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $10,916,967 | 142,575 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $10,214,619 | 136,687 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $9,971,955 | 127,242 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $8,765,724 | 117,048 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||