Long Island Wealth Management, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2011177
MELVILLE, NY
Position in BIV
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$222,278
-$194,847 QoQ
Shares Held
2,880
-46.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.87%
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 | $222,278 | 2,880 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $417,125 | 5,356 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $412,549 | 5,283 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $404,410 | 5,229 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $396,326 | 5,176 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $384,411 | 5,144 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $603,997 | 7,707 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $573,657 | 7,660 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $574,020 | 7,613 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $579,265 | 7,584 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||