Bleakley Financial Group, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1936953
PARSIPPANY, NJ
Position in BIV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,077,046
+$206,348 QoQ
Shares Held
13,955
+24.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
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 | $1,077,046 | 13,955 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $870,698 | 11,180 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $888,976 | 11,384 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,165,127 | 15,065 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,752,687 | 22,890 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,335,499 | 17,871 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,332,525 | 17,003 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,259,200 | 16,814 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,412,769 | 18,737 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,197,223 | 28,767 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $673,712 | 9,317 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,105,870 | 41,285 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $671,628 | 8,752 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $666,130 | 8,963 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||