CGC Financial Services, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1992785
LAKE OSWEGO, OR
Position in BIV
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$1,890,138
+$256,528 QoQ
Shares Held
24,490
+16.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,890,138 | 24,490 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,633,610 | 20,976 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,250,377 | 16,012 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,086,317 | 14,046 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,166,161 | 15,230 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,185,591 | 15,865 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,403,058 | 17,903 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,270,733 | 16,968 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,185,815 | 15,727 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,012,646 | 13,258 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,021,017 | 14,120 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,051,264 | 13,974 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||