Allen Mooney & Barnes Investment Advisors LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2001461
Thomasville, GA
Position in BIV
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$448,647
-$4,069 QoQ
Shares Held
5,813
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $448,647 | 5,813 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $452,716 | 5,813 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $479,004 | 6,134 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $474,403 | 6,134 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $483,922 | 6,320 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $472,293 | 6,320 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $546,238 | 6,970 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $521,983 | 6,970 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $367,725 | 4,877 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $370,977 | 4,857 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $350,269 | 4,844 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $352,678 | 4,688 | Shares | Sole | 2024-05-23 | |
| 2023-03-31 | $357,147 | 4,654 | Shares | Sole | 2024-05-23 | |
| 2022-12-31 | $346,554 | 4,663 | Shares | Sole | 2024-05-23 | |
| 2022-09-30 | $339,698 | 4,623 | Shares | Sole | 2024-05-23 | |
| 2022-06-30 | $357,034 | 4,598 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||