Swisher Financial Concepts, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1947503
WESTERVILLE, OH
Position in BIV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$404,886
-$35,058 QoQ
Shares Held
5,246
-7.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $404,886 | 5,246 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $439,944 | 5,649 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $360,072 | 4,611 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $264,966 | 3,426 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $260,797 | 3,406 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $243,769 | 3,262 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $347,884 | 4,439 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $335,432 | 4,479 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $336,887 | 4,468 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $348,216 | 4,559 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||