OMNI 360 Wealth, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2010436
Plainsboro, NJ
Position in BIV
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$272,985
-$16,494 QoQ
Shares Held
3,537
-4.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.07%
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 | $272,985 | 3,537 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $289,479 | 3,717 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $288,386 | 3,693 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $275,639 | 3,564 | Shares | Sole | 2025-10-27 | |
| 2025-03-31 | $286,831 | 3,746 | Shares | Sole | 2025-10-27 | |
| 2024-12-31 | $225,983 | 3,024 | Shares | Sole | 2025-10-27 | |
| 2024-09-30 | $256,740 | 3,276 | Shares | Sole | 2025-10-27 | |
| 2024-06-30 | $300,383 | 4,011 | Shares | Sole | 2025-10-27 | |
| 2024-03-31 | $329,121 | 4,365 | Shares | Sole | 2025-10-27 | |
| 2023-12-31 | $371,206 | 4,860 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||