Avantax Planning Partners, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1005441
DUBUQUE, IA
Position in BIV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$8,716,246
+$371,560 QoQ
Shares Held
112,934
+5.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,716,246 | 112,934 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,344,686 | 107,148 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,638,550 | 110,623 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,952,955 | 115,761 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,115,045 | 119,042 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,392,702 | 112,307 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,053,224 | 115,519 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,209,304 | 136,324 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,096,874 | 160,436 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $12,604,991 | 165,030 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $215,483 | 2,980 | Shares | Sole | 2023-11-06 | |
| 2020-12-31 | $207,055 | 2,230 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $207,899 | 2,224 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $207,068 | 2,222 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||