SeaCrest Wealth Management, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1728121 PURCHASE, NY

Position in BIV

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$349,934

-$4,186 QoQ

Shares Held

4,534

-0.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$349,934	4,534	-0.3%	Shares	Sole	2026-04-15
2025-12-31	$354,120	4,547	0.0%	Shares	Sole	2026-01-12
2025-09-30	$355,075	4,547	0.0%	Shares	Sole	2025-11-13
2025-06-30	$351,664	4,547	0.0%	Shares	Sole	2025-07-11
2025-03-31	$348,163	4,547	+18.7%	Shares	Sole	2025-04-11
2024-12-31	$286,365	3,832	+10.4%	Shares	Sole	2025-01-14
2024-09-30	$272,100	3,472	0.0%	Shares	Sole	2024-10-16
2024-06-30	$260,018	3,472	0.0%	Shares	Sole	2024-07-22
2024-03-31	$261,788	3,472	-14.3%	Shares	Sole	2024-04-18
2023-12-31	$309,491	4,052	-1.5%	Shares	Sole	2024-01-18
2023-09-30	$297,483	4,114	+51.9%	Shares	Sole	2023-10-12
2023-06-30	$203,798	2,709	0.0%	Shares	Sole	2023-07-14
2023-03-31	$207,888	2,709	-7.0%	Shares	Sole	2023-05-12
2022-12-31	$216,419	2,912	0.0%	Shares	Sole	2023-02-14
2022-09-30	$213,973	2,912	0.0%	Shares	Sole	2022-11-15
2022-06-30	$226,116	2,912	+7.5%	Shares	Sole	2022-08-09
2022-03-31	$221,867	2,709	-11.8%	Shares	Sole	2022-05-16
2021-12-31	$269,168	3,072	+13.4%	Shares	Sole	2022-02-11
2021-09-30	$242,292	2,709	0.0%	Shares	Sole	2021-11-16
2021-06-30	$243,701	2,709	-0.0%	Shares	Sole	2021-08-12
2021-03-31	$240,458	2,710	-12.2%	Shares	Sole	2021-05-17
2020-12-31	$286,720	3,088	+21.7%	Shares	Sole	2021-02-09
2020-09-30	$237,252	2,538	-27.7%	Shares	Sole	2020-11-12
2020-06-30	$326,910	3,508	+20.0%	Shares	Sole	2020-07-27
2020-03-31	$261,111	2,923	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.