Ballast Rock Private Wealth LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2106928
CHARLESTON, SC
Position in BIV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$2,001,817
+$431,445 QoQ
Shares Held
25,937
+28.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.35%
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 | $2,001,817 | 25,937 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,570,372 | 20,164 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||