PHILLIPS FINANCIAL MANAGEMENT, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1350660
FORT WAYNE, IN
Position in BIV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$6,810,980
-$2,377,458 QoQ
Shares Held
88,248
-25.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,810,980 | 88,248 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $9,188,438 | 117,982 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,592,419 | 122,838 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $9,671,599 | 125,053 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $9,880,056 | 129,033 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $10,322,903 | 138,136 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,820,707 | 189,112 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $14,915,242 | 199,162 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $14,182,438 | 188,096 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $12,925,787 | 169,230 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $10,973,982 | 151,763 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $10,968,233 | 145,796 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,927,546 | 129,366 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $9,466,807 | 127,379 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $6,685,798 | 90,988 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $7,666,073 | 98,726 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $10,646,099 | 129,989 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $11,391,213 | 130,007 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $10,702,300 | 119,659 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $10,097,020 | 112,239 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $9,713,450 | 109,472 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,266,987 | 99,806 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,623,903 | 92,254 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $8,224,203 | 88,252 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $8,091,958 | 90,585 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||