Fourth Dimension Wealth, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2056691
MIDDLEBURG HEIGHTS, OH
Position in BIV
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$324,927
-$49,753 QoQ
Shares Held
4,210
-12.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.36%
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 | $324,927 | 4,210 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $374,680 | 4,811 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $375,534 | 4,809 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $404,797 | 5,234 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $532,774 | 6,958 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $535,515 | 7,166 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||