Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2106763
LYNCHBURG, VA
Position in BIV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$3,245,573
-$77,099 QoQ
Shares Held
42,052
-1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.43%
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 | $3,245,573 | 42,052 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,322,672 | 42,664 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||