Root Financial Partners, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1977181
ENCINITAS, CA
Position in BIV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$180,601
+$129,590 QoQ
Shares Held
2,340
+257.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $180,601 | 2,340 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $51,011 | 655 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $120,024 | 1,537 | Shares | Sole | 2025-10-29 | |
| 2023-03-31 | $332,974 | 4,339 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||