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Balance Wealth, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 2065247 DELAWARE, OH

Position in BIV

as of Mar 31, 2026 · filed Apr 20, 2026
Position Value
$3,722,159
-$35,706 QoQ
Shares Held
48,227
-0.1% QoQ
Ownership
of shares outstanding
% of Portfolio
4.46%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,722,159 48,227
2025-12-31 $3,757,865 48,252
2025-09-30 $3,789,863 48,532
2025-06-30 $3,921,988 50,711
2025-03-31 $3,937,152 51,419