Momentum Wealth Planning, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2087652
ESTERO, FL
Position in BIV
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$5,296,168
-$995 QoQ
Shares Held
68,621
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,296,168 | 68,621 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,297,163 | 68,017 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,159,874 | 66,076 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,276,366 | 68,223 | Shares | Sole | 2025-09-24 | |
| No filing history on record for this holder in this stock. | ||||||