Latko Wealth Management, Ltd.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1937769
FRANKFORT, IL
Position in BIV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$733,364
+$102,926 QoQ
Shares Held
9,502
+17.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $733,364 | 9,502 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $630,438 | 8,095 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $651,426 | 8,342 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $499,152 | 6,454 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $487,214 | 6,363 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $627,806 | 8,401 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $750,471 | 9,576 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||