OneDigital Investment Advisors LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1690370 OVERLAND PARK, KS

Position in BIV

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

Position Value

$2,565,077

+$38,650 QoQ

Shares Held

33,235

+2.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,565,077	33,235	+2.5%	Shares	Sole	2026-05-08
2025-12-31	$2,526,427	32,440	-7.9%	Shares	Sole	2026-02-13
2025-09-30	$2,751,423	35,234	+6.2%	Shares	Sole	2025-11-10
2025-06-30	$2,565,058	33,166	-6.8%	Shares	Sole	2025-08-07
2025-03-31	$2,725,738	35,598	-19.3%	Shares	Sole	2025-04-29
2024-12-31	$3,297,984	44,132	-65.6%	Shares	Sole	2025-02-13
2024-09-30	$10,054,165	128,291	-2.4%	Shares	Sole	2024-11-06
2024-06-30	$9,844,365	131,451	+2777.6%	Shares	Sole	2024-08-02
2024-03-31	$344,427	4,568	-7.1%	Shares	Sole	2024-05-10
2023-12-31	$375,636	4,918	-49.6%	Shares	Sole	2024-02-13
2023-09-30	$705,745	9,760	-13.1%	Shares	Sole	2023-11-14
2023-06-30	$845,284	11,236	0.0%	Shares	Sole	2023-08-07
2023-03-31	$862,250	11,236	-2.5%	Shares	Sole	2023-05-10
2022-12-31	$856,463	11,524	+76.3%	Shares	Sole	2023-02-02
2021-09-30	$584,669	6,537	-32.3%	Shares	Sole	2021-11-05
2021-06-30	$869,193	9,662	-33.7%	Shares	Sole	2021-08-09
2021-03-31	$1,292,174	14,563	0.0%	Shares	Sole	2021-05-10
2020-12-31	$1,352,174	14,563	+108.0%	Shares	Sole	2021-02-08
2020-09-30	$654,360	7,000	0.0%	Shares	Sole	2020-10-09
2020-06-30	$652,330	7,000	0.0%	Shares	Sole	2020-08-14
2020-03-31	$625,310	7,000	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.