KESTRA PRIVATE WEALTH SERVICES, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1649451 AUSTIN, TX

Position in BIV

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

Position Value

$8,882,723

+$67,253 QoQ

Shares Held

115,091

+1.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,882,723	115,091	+1.7%	Shares	Sole	2026-04-20
2025-12-31	$8,815,470	113,193	+15.0%	Shares	Sole	2026-01-29
2025-09-30	$7,688,429	98,456	+13.0%	Shares	Sole	2025-11-17
2025-06-30	$6,736,236	87,099	+20.4%	Shares	Sole	2025-08-07
2025-03-31	$5,539,609	72,347	-27.1%	Shares	Sole	2025-05-05
2024-12-31	$7,414,934	99,223	-1.2%	Shares	Sole	2025-01-28
2024-09-30	$7,866,623	100,378	+70.7%	Shares	Sole	2024-11-13
2024-06-30	$4,402,633	58,788	+10.4%	Shares	Sole	2024-08-12
2024-03-31	$4,015,653	53,258	-12.6%	Shares	Sole	2024-05-02
2023-12-31	$4,652,611	60,914	+131.9%	Shares	Sole	2024-02-05
2023-09-30	$1,899,366	26,267	+211.6%	Shares	Sole	2023-11-08
2023-06-30	$634,113	8,429	+20.6%	Shares	Sole	2023-08-08
2023-03-31	$536,259	6,988	+42.4%	Shares	Sole	2023-05-12
2022-12-31	$364,836	4,909	+3.3%	Shares	Sole	2023-02-01
2022-09-30	$349,323	4,754	+1.4%	Shares	Sole	2022-11-14
2022-06-30	$364,023	4,688	-3.1%	Shares	Sole	2022-08-12
2022-03-31	$396,150	4,837	+6.6%	Shares	Sole	2022-07-21
2021-12-31	$397,619	4,538	+13.6%	Shares	Sole	2022-07-21
2021-09-30	$357,312	3,995	-6.3%	Shares	Sole	2022-07-26
2021-06-30	$383,679	4,265	+56.0%	Shares	Sole	2022-07-27
2021-03-31	$242,587	2,734	-30.4%	Shares	Sole	2022-07-27
2020-12-31	$364,529	3,926	+22.0%	Shares	Sole	2022-07-28
2020-09-30	$300,912	3,219	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.