Legacy Wealth Managment, LLC/ID
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2045082
BOISE, ID
Position in BIV
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$98,558
+$7,518 QoQ
Shares Held
1,277
+9.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
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 | $98,558 | 1,277 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $91,040 | 1,169 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $84,570 | 1,083 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $93,271 | 1,206 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $98,621 | 1,288 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $122,332 | 1,637 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $124,216 | 1,585 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||