BROWN WEALTH MANAGEMENT, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1987005
NAPERVILLE, IL
Position in BIV
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$26,758,383
+$3,685,577 QoQ
Shares Held
346,701
+17.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
25.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,758,383 | 346,701 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $23,072,806 | 296,261 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,324,365 | 234,657 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $15,847,507 | 204,907 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,483,900 | 176,099 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $22,748,858 | 304,414 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,014,603 | 280,906 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,004,604 | 240,414 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,173,631 | 227,767 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||