Steward Partners Investment Advisory, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1723397
STAMFORD, CT
Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,798,154
+$648,018 QoQ
Shares Held
23,444
+57.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#119
of 252 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,798,154 | 23,444 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,150,136 | 14,902 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $763,379 | 9,802 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $678,055 | 8,683 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $677,421 | 8,759 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $464,856 | 6,071 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $504,502 | 6,751 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $624,922 | 7,974 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $671,463 | 8,966 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,096,919 | 14,548 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $633,495 | 8,294 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $362,562 | 5,014 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $317,395 | 4,219 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $302,355 | 3,940 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $254,768 | 3,428 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $279,958 | 3,810 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $298,641 | 3,846 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $448,812 | 5,480 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,236,069 | 36,933 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,160,362 | 35,335 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,681,167 | 29,804 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,950,716 | 33,255 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,585,036 | 27,841 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,098,252 | 22,446 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,861,936 | 19,980 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $343,027 | 3,840 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||