Lighthouse Wealth Management Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2042810
ASHLAND, OH
Position in BIV
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,167,347
-$22,192 QoQ
Shares Held
15,125
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,167,347 | 15,125 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,189,539 | 15,274 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,217,657 | 15,593 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,205,653 | 15,589 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,228,106 | 16,039 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,301,796 | 17,420 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||