Compound Planning, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1978879
NEW YORK, NY
Position in BIV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$949,005
+$146,997 QoQ
Shares Held
12,296
+19.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $949,005 | 12,296 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $802,008 | 10,298 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $759,425 | 9,725 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $276,103 | 3,570 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $283,309 | 3,700 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $292,642 | 3,916 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $453,448 | 5,786 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $308,921 | 4,125 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $314,644 | 4,173 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $347,987 | 4,556 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $393,294 | 5,439 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $482,149 | 6,409 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $510,090 | 6,647 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||