Equity Wealth Partners, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2097037
Independence, MO
Position in BIV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$9,135,719
+$1,117,195 QoQ
Shares Held
118,369
+15.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
18.95%
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 | $9,135,719 | 118,369 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,018,524 | 102,960 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,622,849 | 59,199 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||