Wealthspire Retirement, LLC
PensionPosition in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2040084
ALISO VIEJO, CA
Position in BIV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$293,914
+$12,593 QoQ
Shares Held
3,832
+5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#189
of 252 holders
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,914 | 3,832 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $281,321 | 3,645 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $282,081 | 3,622 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $261,445 | 3,348 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $252,592 | 3,266 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $247,780 | 3,236 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $232,559 | 3,112 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $241,066 | 3,076 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $228,339 | 3,049 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $200,421 | 2,624 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||