Sagace Wealth Management LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2027449
ST. PETERSBURG, FL
Position in BIV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$6,469,536
+$13,674 QoQ
Shares Held
83,824
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
14.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,469,536 | 83,824 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,455,862 | 82,895 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,368,005 | 81,547 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,256,323 | 42,104 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,264,255 | 42,631 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,209,653 | 42,950 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,116,149 | 52,522 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,666,689 | 48,961 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||