MPWM ADVISORY SOLUTIONS, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2056693
ALPHARETTA, GA
Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$394,084
-$614 QoQ
Shares Held
5,138
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#176
of 252 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
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 | $394,084 | 5,138 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $394,698 | 5,114 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $387,530 | 4,976 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $383,578 | 4,912 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $301,007 | 3,892 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $306,050 | 3,997 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $296,603 | 3,969 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||