Modern Wealth Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2001900
KANSAS CITY, MO
Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$752,043
+$381,880 QoQ
Shares Held
9,805
+106.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#151
of 252 holders
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,043 | 9,805 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $370,163 | 4,753 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $234,426 | 3,002 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $251,200 | 3,248 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||