UPTICK PARTNERS, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2005353
NACOGDOCHES, TX
Position in BIV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,307,373
+$380,856 QoQ
Shares Held
29,896
+20.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,307,373 | 29,896 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,926,517 | 24,737 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $722,488 | 9,252 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $749,733 | 9,694 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $665,776 | 8,695 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $708,888 | 9,486 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $713,088 | 9,099 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||