EverSource Wealth Advisors, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1710537
BIRMINGHAM, AL
Position in BIV
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$17,160,122
+$7,942,481 QoQ
Shares Held
222,339
+87.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,160,122 | 222,339 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $9,217,641 | 118,357 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,029,390 | 115,628 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,002,839 | 116,406 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,095,826 | 118,791 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,108,725 | 135,270 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,716,543 | 98,463 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,199,323 | 96,132 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,618,988 | 87,785 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $5,468,424 | 71,595 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,751,344 | 65,708 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,975,678 | 52,847 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,658,118 | 47,669 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,888,000 | 38,859 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,777,554 | 24,191 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $719,581 | 9,267 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $831,857 | 10,157 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $1,002,022 | 11,436 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||