Caliber Wealth Management, LLC / KS
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2067120
Overland Park, KS
Position in BIV
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$2,626,898
+$6,314 QoQ
Shares Held
34,036
+1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.94%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,626,898 | 34,036 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,620,584 | 33,649 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,627,025 | 33,641 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,558,639 | 33,083 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,554,145 | 33,357 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||