Vista Cima Wealth Management LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2055907
SURPRISE, AZ
Position in BIV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,158,703
-$107,392 QoQ
Shares Held
15,013
-7.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $1,158,703 | 15,013 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,266,095 | 16,257 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,268,572 | 16,245 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,210,680 | 15,654 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,206,130 | 15,752 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $1,081,716 | 14,475 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||