Richard W. Paul & Associates, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1964203
NOVI, MI
Position in BIV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$109,904
+$17,539 QoQ
Shares Held
1,424
+20.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
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 | $109,904 | 1,424 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $92,365 | 1,186 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $97,222 | 1,245 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $95,901 | 1,240 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $96,937 | 1,266 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $99,166 | 1,327 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $94,984 | 1,212 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $92,638 | 1,237 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $86,106 | 1,142 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $94,787 | 1,241 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $92,048 | 1,273 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $82,901 | 1,102 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $83,184 | 1,084 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $83,311 | 1,121 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||