Werba Rubin Papier Wealth Management
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1971029
SAN JOSE, CA
Position in BIV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,868,527
+$340,055 QoQ
Shares Held
24,210
+23.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,868,527 | 24,210 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,528,472 | 19,626 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,328,154 | 17,008 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,538,762 | 32,826 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,457,131 | 32,090 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,312,445 | 30,944 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,153,294 | 27,476 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,931,712 | 25,794 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $962,481 | 12,765 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $332,940 | 4,359 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $618,756 | 8,557 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $647,880 | 8,612 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $590,744 | 7,698 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $573,899 | 7,722 | Shares | Sole | 2023-03-28 | |
| No filing history on record for this holder in this stock. | ||||||