GENESIS PRIVATE WEALTH, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1965529
ASHBURN, VA
Position in BIV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$7,150,186
+$408,738 QoQ
Shares Held
92,643
+7.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,150,186 | 92,643 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,741,448 | 86,562 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,961,546 | 76,342 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $5,774,359 | 74,662 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,674,526 | 74,109 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,296,264 | 70,872 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||