BAM Wealth Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2093649
LAKEWOOD, CO
Position in BIV
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,384,377
-$92,617 QoQ
Shares Held
17,937
-5.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,384,377 | 17,937 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,476,994 | 18,965 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,483,710 | 19,000 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||