PCG ASSET MANAGEMENT, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2054906
Gladstone, NJ
Position in BIV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,874,941
+$385,570 QoQ
Shares Held
76,120
+8.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.11%
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 | $5,874,941 | 76,120 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,489,371 | 70,485 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,309,339 | 67,990 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $5,084,718 | 65,745 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,020,082 | 65,562 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,725,925 | 63,240 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||