POINCIANA ADVISORS GROUP, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2054543
PALM BEACH GARDENS, FL
Position in BIV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$398,171
-$964 QoQ
Shares Held
5,159
+0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.15%
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 | $398,171 | 5,159 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $399,135 | 5,125 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $394,744 | 5,055 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $387,009 | 5,004 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $399,465 | 5,217 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $387,400 | 5,184 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||