DIVERSIFY WEALTH MANAGEMENT, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2030780
SANDY, UT
Position in BIV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,390,573
+$1,471,745 QoQ
Shares Held
30,974
+162.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,390,573 | 30,974 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $918,828 | 11,798 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $587,627 | 7,525 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $249,962 | 3,232 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||