WealthTrak Capital Management LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2052710
VIRGINIA BEACH, VA
Position in BIV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$461,382
+$63,883 QoQ
Shares Held
5,978
+17.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.36%
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 | $461,382 | 5,978 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $397,499 | 5,104 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $395,135 | 5,060 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $381,595 | 4,934 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $364,702 | 4,763 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $359,526 | 4,811 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||