Peak Planning Group, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2097384
CENTENNIAL, CO
Position in BIV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$586,141
-$7,527 QoQ
Shares Held
7,642
-0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#160
of 252 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,141 | 7,642 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $593,668 | 7,692 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $517,278 | 6,642 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $499,463 | 6,396 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||