STEPHEN J. GARRY & ASSOCIATES, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2056402
GARDEN CITY, NY
Position in BIV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$8,265,283
+$184,766 QoQ
Shares Held
107,091
+3.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
19.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,265,283 | 107,091 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $8,080,517 | 103,756 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $7,858,743 | 100,637 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,831,989 | 101,267 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $7,991,840 | 104,373 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,548,028 | 101,004 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,041,620 | 64,331 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $3,862,676 | 51,578 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $3,906,474 | 51,810 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $3,853,294 | 50,449 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||