RFG Advisory, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1633387 BIRMINGHAM, AL

Position in BIV

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

Position Value

$1,101,049

+$169,605 QoQ

Shares Held

14,266

+19.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,101,049	14,266	+19.3%	Shares	Sole	2026-04-20
2025-12-31	$931,444	11,960	+78.1%	Shares	Sole	2026-02-03
2025-09-30	$524,374	6,715	-13.7%	Shares	Sole	2025-11-06
2025-06-30	$601,550	7,778	+19.1%	Shares	Sole	2025-07-28
2025-03-31	$500,231	6,533	+0.4%	Shares	Sole	2025-04-09
2024-12-31	$486,268	6,507	-8.2%	Shares	Sole	2025-01-21
2024-09-30	$555,564	7,089	-43.9%	Shares	Sole	2024-10-17
2024-06-30	$946,085	12,633	-1.3%	Shares	Sole	2024-07-15
2024-03-31	$965,120	12,800	+34.9%	Shares	Sole	2024-04-11
2023-12-31	$724,846	9,490	-1.9%	Shares	Sole	2024-01-25
2023-09-30	$699,671	9,676	-3.8%	Shares	Sole	2023-10-16
2023-06-30	$756,287	10,053	+51.7%	Shares	Sole	2023-08-03
2023-03-31	$508,479	6,626	-1.7%	Shares	Sole	2023-05-09
2022-12-31	$501,065	6,742	-31.4%	Shares	Sole	2023-02-15
2022-09-30	$721,867	9,824	+55.2%	Shares	Sole	2022-11-10
2022-06-30	$491,602	6,331	+1.0%	Shares	Sole	2022-08-09
2022-03-31	$513,267	6,267	+6.7%	Shares	Sole	2022-05-11
2021-12-31	$514,679	5,874	+2.7%	Shares	Sole	2022-02-02
2021-09-30	$511,417	5,718	-11.3%	Shares	Sole	2021-10-19
2021-06-30	$580,242	6,450	+34.7%	Shares	Sole	2021-07-29
2021-03-31	$425,016	4,790	+18.2%	Shares	Sole	2021-04-19
2020-12-31	$376,321	4,053	+21.2%	Shares	Sole	2021-02-02
2020-09-30	$312,690	3,345	-1.8%	Shares	Sole	2020-10-13
2020-06-30	$317,405	3,406	+14.6%	Shares	Sole	2020-08-03
2020-03-31	$265,578	2,973	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.