Atria Investments, Inc
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1535865
Charlotte, NC
Position in BIV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$12,629,503
+$361,456 QoQ
Shares Held
163,637
+3.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,629,503 | 163,637 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,268,047 | 157,525 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,721,173 | 162,904 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $12,827,535 | 165,859 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,401,188 | 122,779 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,782,155 | 157,663 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $13,213,573 | 168,605 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $14,274,857 | 190,611 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,782,245 | 196,051 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $21,802,059 | 285,442 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,310,393 | 142,586 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $12,636,082 | 167,966 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,105,740 | 92,595 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,208,742 | 96,996 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,931,956 | 94,338 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $9,912,333 | 127,654 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $19,551,987 | 238,730 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $18,113,770 | 206,731 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $16,291,317 | 182,148 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $12,684,629 | 141,003 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $9,002,634 | 101,461 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $8,565,412 | 92,250 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,116,587 | 86,827 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,005,837 | 75,178 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||