Evergreen Wealth Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1965292
Williamston, MI
Position in BIV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$6,349,907
+$50,428 QoQ
Shares Held
82,274
+1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,349,907 | 82,274 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,299,479 | 80,887 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,096,017 | 78,064 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,771,890 | 87,560 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,757,604 | 75,194 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,356,721 | 71,681 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,465,367 | 69,738 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,988,117 | 53,253 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,015,276 | 53,253 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,067,464 | 53,253 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,480,113 | 20,469 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,504,750 | 20,002 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,483,998 | 19,338 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||