KELLEHER FINANCIAL ADVISORS
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1507971
NEW YORK, NY
Position in BIV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$103,035
-$934 QoQ
Shares Held
1,335
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
8 quarters on record
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $103,035 | 1,335 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $103,969 | 1,335 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $30,455 | 390 | Shares | Sole | 2025-11-14 | |
| 2022-03-31 | $209,418 | 2,557 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $223,080 | 2,546 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $225,388 | 2,520 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $226,699 | 2,520 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $223,599 | 2,520 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||