Rialto Wealth Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2054966
SYRACUSE, NY
Position in BIV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$45,636
-$286 QoQ
Shares Held
595
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#230
of 252 holders
Holding Since
Dec 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,636 | 595 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $45,922 | 595 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $46,338 | 595 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $62,159 | 796 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $61,562 | 796 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $58,040 | 758 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $56,645 | 758 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||