FAMILY WEALTH PARTNERS, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2016217
MATTHEWS, NC
Position in BIV
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$869,123
+$27,552 QoQ
Shares Held
11,261
+4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.35%
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 | $869,123 | 11,261 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $841,571 | 10,806 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $837,280 | 10,722 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $834,111 | 10,785 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $857,124 | 11,194 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $834,210 | 11,163 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,088,637 | 13,891 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,061,940 | 14,180 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,113,130 | 14,763 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,465,503 | 19,187 | Shares | Sole | 2024-03-20 | |
| No filing history on record for this holder in this stock. | ||||||