Wealth Management Associates, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2067339
Cherry Hill, NJ
Position in BIV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,956,688
+$60,176 QoQ
Shares Held
38,309
+3.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,956,688 | 38,309 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,896,512 | 37,192 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,777,583 | 35,569 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,605,661 | 33,691 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,500,699 | 32,659 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $2,258,564 | 30,223 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $2,313,717 | 29,523 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $2,138,558 | 28,556 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $2,153,122 | 28,556 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $2,116,871 | 27,715 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $2,072,259 | 28,658 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $2,131,491 | 28,333 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $2,021,024 | 26,336 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $1,449,685 | 19,506 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $1,136,147 | 15,462 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||