M Holdings Securities, Inc.
Broker-DealerPosition in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1569638
PORTLAND, OR
Position in BIV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$872,134
+$72,229 QoQ
Shares Held
11,300
+10.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
3 quarters on record
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $872,134 | 11,300 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $799,905 | 10,271 | Shares | Sole | 2026-02-11 | |
| 2022-03-31 | $254,709 | 3,110 | Shares | Sole | 2022-05-24 | |
| No filing history on record for this holder in this stock. | ||||||