LODESTAR PRIVATE ASSET MANAGEMENT LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1963040
ALAMO, CA
Position in BIV
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$27,745,978
+$1,795,584 QoQ
Shares Held
359,497
+7.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.87%
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 | $27,745,978 | 359,497 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $25,950,394 | 333,210 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $23,113,000 | 295,979 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $18,904,293 | 244,431 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $17,314,391 | 226,125 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $16,100,653 | 215,451 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $15,802,213 | 201,636 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $14,003,755 | 186,991 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $13,261,578 | 175,883 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $12,231,875 | 160,145 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $11,414,133 | 157,850 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $9,857,612 | 131,033 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $7,659,803 | 99,815 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,186,817 | 56,335 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||