Discipline Wealth Solutions, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2010507
GREENVILLE, SC
Position in BIV
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$56,256,656
+$7,166,634 QoQ
Shares Held
728,902
+15.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
22.63%
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 | $56,256,656 | 728,902 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $49,090,022 | 630,329 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $43,721,263 | 559,883 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $41,911,242 | 541,909 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $38,480,789 | 502,557 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $37,611,907 | 503,304 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $36,102,002 | 460,661 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $31,660,196 | 422,756 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $28,503,612 | 378,032 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $21,273,433 | 278,521 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||