Wheelhouse Advisory Group LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1998946
ST. LOUIS, MO
Position in BIV
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,845,528
+$121,810 QoQ
Shares Held
23,912
+8.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,845,528 | 23,912 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,723,718 | 22,133 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,062,804 | 13,610 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,073,401 | 13,879 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,095,640 | 14,309 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,406,493 | 18,821 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,571,161 | 20,048 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,632,152 | 21,794 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,570,129 | 20,824 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,480,855 | 19,388 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||