Caldwell Trust Co

Bank

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 2080218 Venice, FL

Position in BIV

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$1,493,433

+$223,211 QoQ

Shares Held

19,350

+18.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,493,433	19,350	+18.6%	Shares	Sole	2026-04-22
2025-12-31	$1,270,222	16,310	0.0%	Shares	Sole	2026-01-30
2025-09-30	$1,273,647	16,310	+59.0%	Shares	Sole	2025-10-23
2025-06-30	$793,508	10,260	0.0%	Shares	Sole	2025-09-22
2025-03-31	$785,608	10,260	0.0%	Shares	Sole	2025-09-23
2024-12-31	$766,729	10,260	0.0%	Shares	Sole	2025-09-24
2024-09-30	$804,076	10,260	+46.6%	Shares	Sole	2025-09-24
2024-06-30	$524,230	7,000	0.0%	Shares	Sole	2025-09-24
2024-03-31	$527,800	7,000	-32.0%	Shares	Sole	2025-09-24
2023-12-31	$786,714	10,300	0.0%	Shares	Sole	2025-10-01
2023-09-30	$744,793	10,300	-22.3%	Shares	Sole	2025-10-01
2023-06-30	$997,625	13,261	+169.5%	Shares	Sole	2025-10-01
2023-03-31	$377,560	4,920	+168.3%	Shares	Sole	2025-10-01
2022-06-30	$142,410	1,834	-3.2%	Shares	Sole	2025-10-02
2022-03-31	$155,118	1,894	-3.3%	Shares	Sole	2025-10-02
2021-12-31	$171,647	1,959	-6.3%	Shares	Sole	2025-10-02
2021-09-30	$186,929	2,090	0.0%	Shares	Sole	2025-10-02
2021-06-30	$188,016	2,090	-25.5%	Shares	Sole	2025-10-02
2021-03-31	$249,065	2,807	+176.0%	Shares	Sole	2025-10-02
2020-12-31	$94,428	1,017	0.0%	Shares	Sole	2025-10-02
2020-09-30	$95,069	1,017	-17.7%	Shares	Sole	2025-10-02
2020-06-30	$115,089	1,235	0.0%	Shares	Sole	2025-10-02
2020-03-31	$110,322	1,235	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.