Leading Edge Financial Planning LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1967205
KNOXVILLE, TN
Position in BIV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$260,482
+$52,518 QoQ
Shares Held
3,375
+24.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $260,482 | 3,375 | Shares | Sole | 2026-05-12 | |
| 2025-03-31 | $207,964 | 2,716 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $201,771 | 2,700 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||