49 WEALTH MANAGEMENT, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2022291
AUSTIN, TX
Position in BIV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$53,140,899
+$28,097,417 QoQ
Shares Held
688,532
+114.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
24.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,140,899 | 688,532 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $25,043,482 | 321,565 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||