TRITONPOINT WEALTH, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2008171
CHEVY CHASE, MD
Position in BIV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,714,595
-$174,758 QoQ
Shares Held
61,468
-3.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#83
of 252 holders
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,714,595 | 61,468 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,889,353 | 63,350 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $4,865,787 | 62,310 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,888,274 | 63,205 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,961,889 | 64,802 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,842,429 | 64,799 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,026,181 | 64,134 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,321,527 | 57,705 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,183,946 | 55,490 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,159,369 | 106,826 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||