Breakwater Investment Management
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2025925
SEATTLE, WA
Position in BIV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$501,747
-$4,550 QoQ
Shares Held
6,501
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $501,747 | 6,501 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $506,297 | 6,501 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $507,663 | 6,501 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $502,787 | 6,501 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $497,781 | 6,501 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $485,819 | 6,501 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $429,859 | 5,485 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||