LEVEL FOUR ADVISORY SERVICES, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1696715
DALLAS, TX
Position in BIV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,278,893
-$173,392 QoQ
Shares Held
29,527
-6.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,278,893 | 29,527 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,452,285 | 31,488 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,595,945 | 33,243 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,593,132 | 33,529 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,386,227 | 31,164 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,297,872 | 30,749 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,280,488 | 29,099 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,043,148 | 27,282 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,200,518 | 15,922 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,216,122 | 15,922 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $230,813 | 3,192 | Shares | Sole | 2023-11-13 | |
| 2022-03-31 | $242,178 | 2,957 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $280,471 | 3,201 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $694,041 | 7,715 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $628,030 | 7,078 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $614,017 | 6,613 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $650,433 | 6,958 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $564,731 | 6,060 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $703,384 | 7,874 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||