MONTAG A & ASSOCIATES INC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 829407
ATLANTA, GA
Position in BIV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$48,546
-$8,228 QoQ
Shares Held
629
-13.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,546 | 629 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $56,774 | 729 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $29,596 | 379 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $29,311 | 379 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $29,020 | 379 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $28,322 | 379 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $13,949 | 178 | Shares | Sole | 2024-11-05 | |
| 2023-06-30 | $3,009 | 40 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,069 | 40 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,972 | 40 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,939 | 40 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,106 | 40 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,276 | 40 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,504 | 40 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,577 | 40 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,598 | 40 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,549 | 40 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||