MAI Capital Management
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1040197
INDEPENDENCE, OH
Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,474,600
+$2,454,045 QoQ
Shares Held
332,133
+11.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#38
of 252 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,474,600 | 332,133 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $23,020,555 | 298,271 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,186,298 | 284,878 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,968,471 | 255,711 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,437,552 | 251,326 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,348,545 | 239,631 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,317,780 | 231,738 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||