JIM SAULNIER & ASSOCIATES, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2044420
FORT COLLINS, CO
Position in BIV
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,988,100
+$32,788 QoQ
Shares Held
38,716
+2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.44%
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 | $2,988,100 | 38,716 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,955,312 | 37,947 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,057,457 | 39,153 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,603,502 | 46,593 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,858,745 | 50,395 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,407,538 | 45,598 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,987,229 | 38,117 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||