Cherry Tree Wealth Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1985414
MINNETONKA, MN
Position in BIV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$68,998
+$66,662 QoQ
Shares Held
894
+2880.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,998 | 894 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,336 | 30 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,342 | 30 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $2,320 | 30 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,297 | 30 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||