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SWP FINANCIAL LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 2014200 ENCINITAS, CA

Position in BIV

as of Mar 31, 2026 · filed Apr 17, 2026
Position Value
$495,727
-$42,423 QoQ
Shares Held
6,423
-7.0% QoQ
Ownership
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 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
2026-03-31 $495,727 6,423
2025-12-31 $538,150 6,910
2025-09-30 $539,523 6,909
2025-06-30 $538,363 6,961
2024-09-30 $7,803,222 99,569
2024-06-30 $8,452,459 112,865