Breakwater Capital Group
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1964309
PARAMUS, NJ
Position in BIV
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$2,148,228
+$91,807 QoQ
Shares Held
27,834
+5.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,148,228 | 27,834 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,056,421 | 26,405 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,057,046 | 26,342 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,018,187 | 26,095 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,946,332 | 25,419 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,924,372 | 25,751 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,853,685 | 23,653 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,843,791 | 24,620 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,201,755 | 29,201 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,142,611 | 28,052 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,296,084 | 17,924 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||