Dynamic Advisor Solutions LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1599747 PHOENIX, AZ

Position in BIV

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$3,138,833

-$31,272 QoQ

Shares Held

40,669

-0.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,138,833	40,669	-0.1%	Shares	Sole	2026-04-08
2025-12-31	$3,170,105	40,705	+0.9%	Shares	Sole	2026-01-09
2025-09-30	$3,151,087	40,352	+93.2%	Shares	Sole	2025-10-09
2025-06-30	$1,615,477	20,888	-2.2%	Shares	Sole	2025-07-09
2025-03-31	$1,635,458	21,359	+0.6%	Shares	Sole	2025-04-17
2024-09-30	$1,664,030	21,233	-1.0%	Shares	Sole	2024-10-07
2024-06-30	$1,606,615	21,453	-3.8%	Shares	Sole	2024-07-15
2024-03-31	$1,680,816	22,292	-17.3%	Shares	Sole	2024-04-12
2023-12-31	$2,058,211	26,947	+109.4%	Shares	Sole	2024-01-10
2023-09-30	$930,702	12,871	+1.1%	Shares	Sole	2023-10-11
2023-06-30	$957,677	12,730	-6.1%	Shares	Sole	2023-08-03
2023-03-31	$1,040,364	13,557	-6.2%	Shares	Sole	2023-04-11
2022-12-31	$1,073,775	14,448	+0.4%	Shares	Sole	2023-01-13
2022-09-30	$1,057,377	14,390	-1.9%	Shares	Sole	2022-10-20
2022-06-30	$1,138,659	14,664	-3.9%	Shares	Sole	2022-07-27
2022-03-31	$1,249,220	15,253	-35.1%	Shares	Sole	2022-04-11
2021-12-31	$2,060,647	23,518	-20.6%	Shares	Sole	2022-01-26
2021-09-30	$2,649,928	29,628	+31.0%	Shares	Sole	2021-10-28
2021-06-30	$2,034,715	22,618	+5.3%	Shares	Sole	2021-08-10
2021-03-31	$1,906,364	21,485	-4.3%	Shares	Sole	2021-04-27
2020-12-31	$2,085,411	22,460	+45.8%	Shares	Sole	2021-02-03
2020-09-30	$1,439,592	15,400	+224.7%	Shares	Sole	2020-10-27
2020-06-30	$442,000	4,743	+16.4%	Shares	Sole	2020-08-05
2020-03-31	$363,930	4,074	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.