NAPLES GLOBAL ADVISORS, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1582151 NAPLES, FL

Position in BIV

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$8,056,974

+$1,421,676 QoQ

Shares Held

104,392

+22.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,056,974	104,392	+22.5%	Shares	Sole	2026-04-20
2025-12-31	$6,635,298	85,199	+23.0%	Shares	Sole	2026-02-04
2025-09-30	$5,408,669	69,262	+18.8%	Shares	Sole	2025-10-30
2025-06-30	$4,508,303	58,292	+46.5%	Shares	Sole	2025-07-18
2025-03-31	$3,045,801	39,778	+20.3%	Shares	Sole	2025-04-10
2024-12-31	$2,470,424	33,058	+1.3%	Shares	Sole	2025-01-29
2024-09-30	$2,557,213	32,630	-14.7%	Shares	Sole	2024-10-24
2024-06-30	$2,865,216	38,259	+2.6%	Shares	Sole	2024-07-18
2024-03-31	$2,812,797	37,305	+8.3%	Shares	Sole	2024-04-29
2023-12-31	$2,630,985	34,446	+29.0%	Shares	Sole	2024-01-11
2023-09-30	$1,931,110	26,706	+12.2%	Shares	Sole	2023-10-16
2023-06-30	$1,790,398	23,799	+0.4%	Shares	Sole	2023-07-17
2023-03-31	$1,818,354	23,695	+87.5%	Shares	Sole	2023-04-17
2022-12-31	$939,033	12,635	-30.1%	Shares	Sole	2023-04-17
2022-09-30	$1,328,004	18,073	-20.9%	Shares	Sole	2022-10-20
2022-06-30	$1,774,535	22,853	-13.0%	Shares	Sole	2022-08-11
2022-03-31	$2,150,775	26,261	-1.5%	Shares	Sole	2022-04-28
2021-12-31	$2,335,598	26,656	+21.2%	Shares	Sole	2022-02-04
2021-09-30	$1,967,322	21,996	+34.6%	Shares	Sole	2021-10-29
2021-06-30	$1,470,486	16,346	+44.3%	Shares	Sole	2021-08-06
2021-03-31	$1,005,133	11,328	+40.5%	Shares	Sole	2021-05-10
2020-12-31	$748,649	8,063	+114.8%	Shares	Sole	2021-02-08
2020-09-30	$350,830	3,753	—	Shares	Sole	2020-10-26
No filing history on record for this holder in this stock.