MARSHALL INVESTMENT MANAGEMENT, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2022427
LITTLETON, CO
Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$303,195
-$26,440 QoQ
Shares Held
3,953
-7.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#187
of 252 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,195 | 3,953 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $329,635 | 4,271 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $306,146 | 3,931 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||