Lionshead Wealth Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2056752
New York, NY
Position in BIV
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$5,651,273
-$15,042 QoQ
Shares Held
73,222
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.05%
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 | $5,651,273 | 73,222 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,666,315 | 72,757 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $5,549,153 | 71,061 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,052,699 | 65,331 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,735,854 | 61,850 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,676,565 | 75,961 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||