RF&L WEALTH MANAGEMENT, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1965915
ACTON, MA
Position in BIV
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$241,959
+$13,382 QoQ
Shares Held
3,135
+6.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.66%
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 | $241,959 | 3,135 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $228,577 | 2,935 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $276,048 | 3,535 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $273,396 | 3,535 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $273,354 | 3,570 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $265,665 | 3,555 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $291,928 | 3,725 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $297,687 | 3,975 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $289,536 | 3,840 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $342,946 | 4,490 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $318,525 | 4,405 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $331,388 | 4,405 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $338,039 | 4,405 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $474,161 | 6,380 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||