B. Riley Wealth Advisors, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1464811
MEMPHIS, TN
Position in BIV
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,832,176
+$1,140 QoQ
Shares Held
23,739
+1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,832,176 | 23,739 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,831,036 | 23,511 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,011,910 | 25,764 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,070,391 | 26,770 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $4,381,644 | 58,633 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $5,271,479 | 67,264 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $5,208,749 | 69,552 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $7,880,280 | 104,513 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $6,411,871 | 83,947 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $7,557,335 | 104,513 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $7,772,011 | 103,310 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $8,437,716 | 109,952 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $7,901,330 | 106,315 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $7,259,308 | 98,793 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $6,943,307 | 89,418 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $7,359,615 | 89,861 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $7,308,208 | 83,408 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $7,275,139 | 81,341 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $6,922,151 | 76,947 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $6,273,299 | 70,701 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $7,627,533 | 82,149 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $16,539,977 | 176,936 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $15,577,267 | 167,156 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $13,041,196 | 145,989 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||