Quotient Wealth Partners, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2004904
DALLAS, TX
Position in BIV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$304,938
-$5,258 QoQ
Shares Held
3,951
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
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 | $304,938 | 3,951 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $310,196 | 3,983 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $303,301 | 3,884 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $337,743 | 4,367 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $321,976 | 4,205 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $359,301 | 4,808 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $479,310 | 6,116 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $680,600 | 9,088 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,457,617 | 45,857 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,120,610 | 211,058 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||