LifePlan Investment Advisors, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2045484
RALEIGH, NC
Position in BIV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$999,554
+$4,781 QoQ
Shares Held
13,032
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#144
of 252 holders
Holding Since
Mar 2024
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 | $999,554 | 13,032 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $994,773 | 12,889 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $886,040 | 11,377 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $798,079 | 10,220 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $666,129 | 8,613 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $633,769 | 8,277 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $554,795 | 7,424 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $484,718 | 6,185 | Shares | Sole | 2025-01-21 | |
| 2024-06-30 | $374,150 | 4,996 | Shares | Sole | 2025-01-21 | |
| 2024-03-31 | $313,136 | 4,153 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||