United Financial Planning Group LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2088337
HAUPPAUGE, NY
Position in BIV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,153,069
+$10,414 QoQ
Shares Held
14,940
+1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,153,069 | 14,940 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,142,655 | 14,672 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||