Plum Street Advisors, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2068236
NEW ORLEANS, LA
Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,327,983
-$34,475 QoQ
Shares Held
17,314
-1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#133
of 252 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,327,983 | 17,314 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,362,458 | 17,653 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,374,815 | 17,653 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,400,934 | 17,940 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,387,479 | 17,940 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,381,016 | 18,036 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $1,417,777 | 18,972 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $1,540,910 | 19,662 | Shares | Sole | 2025-05-29 | |
| 2024-06-30 | $1,544,381 | 20,622 | Shares | Sole | 2025-05-29 | |
| 2024-03-31 | $1,482,514 | 19,662 | Shares | Sole | 2025-05-29 | |
| 2023-12-31 | $1,788,743 | 23,419 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||