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Kelman-Lazarov, Inc.

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1672067 MEMPHIS, TN

Position in BIV

as of Mar 31, 2026 · filed Apr 27, 2026
Position Value
$2,960,238
-$352,543 QoQ
Shares Held
38,355
-9.8% QoQ
Ownership
of shares outstanding
% of Portfolio
4.48%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BIV Over Time

Shares Held

Position Value (USD)

All Filings in BIV

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,960,238 38,355
2025-12-31 $3,312,781 42,537
2025-09-30 $3,199,113 40,967
2025-06-30 $3,329,719 43,053
2025-03-31 $3,434,777 44,858
2024-12-31 $3,224,076 43,143
2024-09-30 $3,538,327 45,149
2024-06-30 $2,911,648 38,879
2024-03-31 $4,059,159 53,835
2023-12-31 $4,398,113 57,582
2023-09-30 $5,346,529 73,939
2023-06-30 $6,195,942 82,360
2023-03-31 $6,930,082 90,306
2022-12-31 $6,135,561 82,556
2022-09-30 $11,531,951 156,940
2022-06-30 $20,339,873 261,943