Retirement Wealth Solutions LLC
PensionPosition in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2044741
MARSHFIELD, WI
Position in BIV
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$2,733,869
+$262,971 QoQ
Shares Held
35,422
+11.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,733,869 | 35,422 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,470,898 | 31,727 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,443,748 | 31,294 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,400,169 | 31,034 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,459,351 | 32,119 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,256,098 | 30,190 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||