SHEPHERD KAPLAN KROCHUK, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1218583
Boston, MA
Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,133,395
+$5,255 QoQ
Shares Held
14,777
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.44%
of 13F equity value
Holder Rank
#138
of 252 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,133,395 | 14,777 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,128,140 | 14,617 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,130,739 | 14,519 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $872,265 | 11,170 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $610,676 | 7,896 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $598,471 | 7,816 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $238,612 | 3,193 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $250,235 | 3,193 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||