Integrated Wealth Management
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2113155
UNIONTOWN, OH
Position in BIV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$254,107
-$12,395 QoQ
Shares Held
3,313
-4.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#196
of 252 holders
Holding Since
Dec 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,107 | 3,313 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $266,502 | 3,453 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $271,801 | 3,490 | Shares | Sole | 2026-03-03 | |
| No filing history on record for this holder in this stock. | ||||||