Summit Wealth Partners, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2033312
Orlando, FL
Position in BIV
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$248,442
-$1,630 QoQ
Shares Held
3,219
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
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 | $248,442 | 3,219 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $250,072 | 3,211 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $222,087 | 2,844 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $220,728 | 2,854 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $214,778 | 2,805 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $200,500 | 2,683 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $210,266 | 2,683 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||