Lido Advisors, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1650150
Los Angeles, CA
Position in BIV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$18,770,098
+$2,490,686 QoQ
Shares Held
243,199
+16.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,770,098 | 243,199 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $16,279,412 | 209,032 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,283,519 | 182,911 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,588,631 | 162,770 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,530,374 | 163,646 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,222,129 | 150,169 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,077,352 | 13,747 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,070,702 | 14,297 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,300,046 | 17,242 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,362,848 | 17,843 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,776,389 | 52,225 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,581,474 | 47,607 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,443,170 | 44,868 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,895,135 | 38,955 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,821,558 | 38,399 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $617,395 | 7,951 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $757,165 | 9,245 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $782,358 | 8,929 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $867,389 | 9,698 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $890,064 | 9,894 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $904,336 | 10,192 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $887,831 | 9,562 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $890,677 | 9,528 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $882,322 | 9,468 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,019,701 | 11,415 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||