INVENIO WEALTH PARTNERS LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1989341
CORAL GABLES, FL
Position in BIV
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$1,845,065
+$53,436 QoQ
Shares Held
23,906
+3.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,845,065 | 23,906 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,791,629 | 23,005 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,818,325 | 23,285 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,632,956 | 21,114 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,608,659 | 21,009 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,642,191 | 21,975 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,495,848 | 19,087 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,493,980 | 19,949 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,418,877 | 18,818 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,153,643 | 15,104 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $481,150 | 6,654 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||