Patriot Financial Group Insurance Agency, LLC
InsurancePosition in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1694883
Westborough, MA
Position in BIV
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$6,142,910
+$2,852,403 QoQ
Shares Held
79,592
+88.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $6,142,910 | 79,592 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,290,507 | 42,251 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,957,502 | 37,873 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,209,056 | 15,633 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,251,230 | 16,341 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,275,566 | 17,069 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,307,760 | 16,687 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,261,522 | 16,845 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,018,352 | 13,506 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,110,412 | 14,538 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $396,692 | 5,486 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,012,445 | 13,458 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $828,101 | 10,791 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $828,890 | 11,153 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,036,582 | 14,107 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $235,124 | 3,028 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,164,454 | 14,218 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $330,590 | 3,773 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $378,420 | 4,231 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $378,101 | 4,203 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $426,791 | 4,810 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $560,999 | 6,042 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $418,603 | 4,478 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $362,322 | 3,888 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $295,592 | 3,309 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||