BARRETT & COMPANY, INC.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 887602
PROVIDENCE, RI
Position in BIV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$494,878
-$8,616 QoQ
Shares Held
6,412
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $494,878 | 6,412 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $503,494 | 6,465 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $507,038 | 6,493 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $501,859 | 6,489 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $496,709 | 6,487 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $492,545 | 6,591 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $515,752 | 6,581 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $481,392 | 6,428 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $476,603 | 6,321 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $477,756 | 6,255 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $451,792 | 6,248 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $469,359 | 6,239 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $476,171 | 6,205 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $454,987 | 6,122 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $449,844 | 6,122 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||