ATLANTIC FAMILY WEALTH, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2012511
CORAL GABLES, FL
Position in BIV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$899,995
-$151,696 QoQ
Shares Held
11,661
-13.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $899,995 | 11,661 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,051,691 | 13,504 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $923,570 | 11,827 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $725,681 | 9,383 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $577,414 | 7,541 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $514,665 | 6,887 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||