Stephenson & Company, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2001544
San Clemente, CA
Position in BIV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$11,731,437
+$668,116 QoQ
Shares Held
152,001
+7.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
15.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,731,437 | 152,001 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,063,321 | 142,056 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $10,727,769 | 137,377 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $10,552,037 | 136,437 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,335,342 | 134,979 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,079,582 | 134,880 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $10,322,034 | 131,709 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $9,895,440 | 132,133 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $9,830,199 | 130,374 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,343,870 | 122,334 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||